Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$196M
3
+$152M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$150M
5
ABBV icon
AbbVie
ABBV
+$140M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.44%
2 Industrials 12.06%
3 Healthcare 11.38%
4 Financials 10.27%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$201K ﹤0.01%
+9,570
1227
$197K ﹤0.01%
+5,282
1228
$196K ﹤0.01%
+20,194
1229
$195K ﹤0.01%
+19,400
1230
$192K ﹤0.01%
+10,673
1231
$187K ﹤0.01%
+22,127
1232
$185K ﹤0.01%
+17,359
1233
$184K ﹤0.01%
+23,250
1234
$183K ﹤0.01%
+11,400
1235
$180K ﹤0.01%
+543
1236
$169K ﹤0.01%
+12,775
1237
$167K ﹤0.01%
+13,625
1238
$166K ﹤0.01%
+18,138
1239
$165K ﹤0.01%
+14,157
1240
$163K ﹤0.01%
+6,483
1241
$163K ﹤0.01%
+1,338
1242
$160K ﹤0.01%
+11,054
1243
$160K ﹤0.01%
+10,492
1244
$158K ﹤0.01%
+624
1245
$158K ﹤0.01%
+11,162
1246
$156K ﹤0.01%
+10,400
1247
$154K ﹤0.01%
+10,216
1248
$154K ﹤0.01%
+15,000
1249
$151K ﹤0.01%
+1,805
1250
$151K ﹤0.01%
+11,570
48 49
50
51 52