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
176
$14.8M 0.15%
+212,984
177
$14.7M 0.14%
+173,193
178
$14.2M 0.14%
+148,066
179
$13.8M 0.14%
+183,583
180
$13.4M 0.13%
+164,243
181
$13.2M 0.13%
+348,378
182
$13.2M 0.13%
+109,293
183
$13.1M 0.13%
+172,137
184
$13.1M 0.13%
+340,022
185
$13M 0.13%
+453,210
186
$12.8M 0.13%
+137,209
187
$12.7M 0.13%
+149,716
188
$12.6M 0.12%
+779,323
189
$12.6M 0.12%
+218,695
190
$12.6M 0.12%
+232,596
191
$12.5M 0.12%
+190,860
192
$12.5M 0.12%
+388,194
193
$12.5M 0.12%
+128,695
194
$12.4M 0.12%
+721,980
195
$12.3M 0.12%
+134,392
196
$12.1M 0.12%
+441,714
197
$12M 0.12%
+111,948
198
$11.8M 0.12%
+229,478
199
$11.6M 0.11%
+386,622
200
$11.6M 0.11%
+232,589
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