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
126
$24.3M 0.24%
+470,312
127
$24.3M 0.24%
+269,208
128
$23.8M 0.23%
+176,394
129
$23.2M 0.23%
+2,410,183
130
$22.7M 0.22%
+578,678
131
$22.3M 0.22%
+935,798
132
$22.2M 0.22%
+200,087
133
$21.8M 0.21%
+293,355
134
$21.8M 0.21%
+228,901
135
$21.6M 0.21%
+397,228
136
$21.6M 0.21%
+138,869
137
$21.6M 0.21%
+268,998
138
$21.3M 0.21%
+527,561
139
$21.1M 0.21%
+400,042
140
$20.6M 0.2%
+168,631
141
$20.6M 0.2%
+268,775
142
$20.5M 0.2%
+307,927
143
$20.5M 0.2%
+99,068
144
$20.3M 0.2%
+540,758
145
$19.9M 0.2%
+467,535
146
$19.8M 0.19%
+72,398
147
$19.6M 0.19%
+755,682
148
$19.4M 0.19%
+254,235
149
$19.2M 0.19%
+533,054
150
$19.2M 0.19%
+1,280,145
4 5
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