Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
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 13.43%
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
1
$213M 2.09%
+2,063,911
2
$196M 1.93%
+6,254,344
3
$152M 1.49%
+1,190,845
4
$150M 1.48%
+3,784,330
5
$140M 1.38%
+2,085,033
6
$133M 1.31%
+1,344,066
7
$128M 1.26%
+1,314,240
8
$109M 1.07%
+1,165,688
9
$107M 1.05%
+2,423,082
10
$101M 1%
+744,821
11
$98.4M 0.97%
+1,019,919
12
$95.6M 0.94%
+2,244,680
13
$91.8M 0.9%
+1,103,106
14
$86.7M 0.85%
+1,541,606
15
$86.1M 0.85%
+968,083
16
$86M 0.85%
+3,204,652
17
$83.8M 0.82%
+406,903
18
$77.7M 0.77%
+2,831,110
19
$68.6M 0.67%
+1,656,144
20
$64.8M 0.64%
+1,608,602
21
$64.8M 0.64%
+2,143,292
22
$64.7M 0.64%
+483,008
23
$64.5M 0.63%
+7,804,720
24
$63.7M 0.63%
+3,538,730
25
$63M 0.62%
+288,162
1
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