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
201
$11.6M 0.11%
+222,668
202
$11.5M 0.11%
+205,937
203
$11.4M 0.11%
+67,031
204
$11M 0.11%
+118,703
205
$10.7M 0.11%
+108,677
206
$10.6M 0.1%
+97,526
207
$10.4M 0.1%
+295,538
208
$10.4M 0.1%
+170,557
209
$10.3M 0.1%
+335,278
210
$10.3M 0.1%
+270,094
211
$10.1M 0.1%
+172,212
212
$10.1M 0.1%
+157,118
213
$9.8M 0.1%
+149,228
214
$9.79M 0.1%
+412,844
215
$9.76M 0.1%
+342,724
216
$9.75M 0.1%
+220,886
217
$9.65M 0.1%
+593,767
218
$9.63M 0.09%
+47
219
$9.6M 0.09%
+459,673
220
$9.53M 0.09%
+176,899
221
$9.53M 0.09%
+257,140
222
$9.36M 0.09%
+27,063
223
$9.34M 0.09%
+548,503
224
$9.27M 0.09%
+59,367
225
$9.18M 0.09%
+304,952
7 8
9
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