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
$33.9B
AUM Growth
-$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,889
New
Increased
Reduced
Closed

Top Buys

1
+$93.8M
2
+$82.9M
3
+$51.6M
4
WSO icon
Watsco Inc
WSO
+$48.8M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$43.4M

Top Sells

1
+$129M
2
+$112M
3
+$83.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$63.8M
5
BND icon
Vanguard Total Bond Market
BND
+$53.3M

Sector Composition

1 Technology 17.54%
2 Financials 11.63%
3 Healthcare 11.49%
4 Industrials 9.43%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30.1M 0.09%
267,776
-19,402
227
$30.1M 0.09%
685,442
+25,037
228
$29.6M 0.09%
150,586
-17,313
229
$29.2M 0.09%
167,922
-186,606
230
$29M 0.09%
351,226
+6,016
231
$28.8M 0.09%
238,221
+17,716
232
$28.4M 0.08%
584,891
+20,578
233
$28.1M 0.08%
74,509
-4,251
234
$27.6M 0.08%
68
-2
235
$27.5M 0.08%
344,455
-2,016
236
$27.5M 0.08%
117,963
+587
237
$27.4M 0.08%
448,106
+7,437
238
$27.1M 0.08%
1,621,778
+265,741
239
$27M 0.08%
548,549
+37,863
240
$26.9M 0.08%
109,682
-1,439
241
$26.9M 0.08%
308,261
-9,528
242
$26.9M 0.08%
124,023
-28,897
243
$26.5M 0.08%
811,020
+37,924
244
$26.4M 0.08%
2,263,814
-6,280
245
$26.3M 0.08%
72,998
+2,066
246
$26M 0.08%
425,307
+16,515
247
$25.8M 0.08%
322,176
+12,096
248
$25.7M 0.08%
309,951
-2,502
249
$25.6M 0.08%
1,267,383
-123,432
250
$25.2M 0.07%
1,137,096
+125,421
8 9
10
11 12