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
1276
$97K ﹤0.01%
+20,055
1277
$96K ﹤0.01%
+1,349
1278
$94K ﹤0.01%
+12,920
1279
$93K ﹤0.01%
+14,912
1280
$92K ﹤0.01%
+15,555
1281
$90K ﹤0.01%
+89,685
1282
$90K ﹤0.01%
+12,948
1283
$84K ﹤0.01%
+40,100
1284
$83K ﹤0.01%
+10,150
1285
$82K ﹤0.01%
+30,505
1286
$81K ﹤0.01%
+10,650
1287
$74K ﹤0.01%
+12,637
1288
$66K ﹤0.01%
+15,300
1289
$66K ﹤0.01%
+3,210
1290
$63K ﹤0.01%
+2,000
1291
$63K ﹤0.01%
+10,500
1292
$54K ﹤0.01%
+10,535
1293
$52K ﹤0.01%
+11,483
1294
$50K ﹤0.01%
+669
1295
$44K ﹤0.01%
+14,765
1296
$39K ﹤0.01%
+733
1297
$38K ﹤0.01%
+13,010
1298
$38K ﹤0.01%
+16,019
1299
$29K ﹤0.01%
+20,585
1300
$27K ﹤0.01%
+15,709
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