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
276
$21.7M 0.06%
622,388
-256,272
277
$21.6M 0.06%
55,776
-4,090
278
$21.5M 0.06%
183,403
-301
279
$21.3M 0.06%
261,738
-9,433
280
$21.2M 0.06%
311,716
+12,066
281
$20.8M 0.06%
241,231
+5,609
282
$20.7M 0.06%
295,337
-10,693
283
$20.7M 0.06%
121,867
+20,776
284
$20.6M 0.06%
185,056
-391
285
$20.5M 0.06%
253,516
+67,298
286
$20.4M 0.06%
430,874
+25,299
287
$20.2M 0.06%
491,295
+103,601
288
$19.9M 0.06%
412,425
+19,931
289
$19.9M 0.06%
232,133
+40
290
$19.8M 0.06%
455,645
+12,278
291
$19.7M 0.06%
1,124,285
+2,474
292
$19.6M 0.06%
137,724
+9,704
293
$19.6M 0.06%
274,958
+1,918
294
$19.4M 0.06%
466,524
-40,235
295
$19.1M 0.06%
211,645
+14,035
296
$18.9M 0.06%
84,658
-4,016
297
$18.9M 0.06%
631,770
+148,915
298
$18.6M 0.05%
1,238,749
-32,442
299
$18.5M 0.05%
336,969
-20,320
300
$18.4M 0.05%
297,816
-5,049
10 11
12
13 14