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
151
$19.1M 0.19%
+225,871
152
$18.9M 0.19%
+476,893
153
$18.7M 0.18%
+121,574
154
$18.5M 0.18%
+301,238
155
$18.5M 0.18%
+423,003
156
$18.3M 0.18%
+344,988
157
$17.8M 0.18%
+207,682
158
$17.5M 0.17%
+144,335
159
$17.2M 0.17%
+237,582
160
$16.9M 0.17%
+1,046,949
161
$16.8M 0.17%
+175,944
162
$16.5M 0.16%
+635,108
163
$16.5M 0.16%
+155,461
164
$16.3M 0.16%
+547,607
165
$15.9M 0.16%
+227,510
166
$15.7M 0.15%
+483,356
167
$15.7M 0.15%
+466,601
168
$15.5M 0.15%
+51,148
169
$15.3M 0.15%
+135,724
170
$15.3M 0.15%
+158,089
171
$15.2M 0.15%
+145,134
172
$15.1M 0.15%
+188,614
173
$15.1M 0.15%
+97,553
174
$15M 0.15%
+348,373
175
$14.8M 0.15%
+594,715
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