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
251
$25.2M 0.07%
+1,313,319
252
$25M 0.07%
252,151
-5,302
253
$24.9M 0.07%
61,986
+2,199
254
$24.7M 0.07%
389,881
+9,995
255
$24.5M 0.07%
35,514
-1,481
256
$24.1M 0.07%
178,357
-3,903
257
$23.6M 0.07%
365,750
+224,493
258
$23.6M 0.07%
560,390
-31,305
259
$23.6M 0.07%
180,924
+8,486
260
$23.5M 0.07%
624,796
-22,140
261
$23.5M 0.07%
286,592
+4,478
262
$23.5M 0.07%
914,462
+1,310
263
$23.3M 0.07%
430,147
-37,259
264
$23.3M 0.07%
599,481
-103,859
265
$23.2M 0.07%
217,109
+13,984
266
$23.2M 0.07%
2,742,610
-85,971
267
$23M 0.07%
108,624
-6,941
268
$23M 0.07%
286,206
-3,353
269
$22.7M 0.07%
254,327
+149,498
270
$22.7M 0.07%
81,036
+25,264
271
$22.5M 0.07%
109,091
-1,798
272
$22.3M 0.07%
704,813
+13,040
273
$22.2M 0.07%
102,948
+861
274
$22.2M 0.07%
550,370
+28,978
275
$21.7M 0.06%
106,786
+3,411
9 10
11
12 13