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
1251
$150K ﹤0.01%
+12,693
1252
$148K ﹤0.01%
+28,174
1253
$143K ﹤0.01%
+5,040
1254
$141K ﹤0.01%
+53,430
1255
$141K ﹤0.01%
+15,841
1256
$136K ﹤0.01%
+11,600
1257
$135K ﹤0.01%
+18,827
1258
$133K ﹤0.01%
+126,485
1259
$131K ﹤0.01%
+17,776
1260
$125K ﹤0.01%
+13,400
1261
$124K ﹤0.01%
+10,873
1262
$124K ﹤0.01%
+16,893
1263
$123K ﹤0.01%
+1,000
1264
$122K ﹤0.01%
+12,100
1265
$121K ﹤0.01%
+11,635
1266
$120K ﹤0.01%
+22,100
1267
$119K ﹤0.01%
+100,000
1268
$116K ﹤0.01%
+10,000
1269
$115K ﹤0.01%
+20,371
1270
$114K ﹤0.01%
+10,000
1271
$109K ﹤0.01%
+10,087
1272
$109K ﹤0.01%
+10,150
1273
$109K ﹤0.01%
+10,884
1274
$109K ﹤0.01%
+15,183
1275
$107K ﹤0.01%
+10,000
49 50
51
52 53