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
301
$18.3M 0.05%
220,121
-22,544
302
$18.3M 0.05%
152,920
-168
303
$18.2M 0.05%
134,344
+36,996
304
$18.1M 0.05%
1,158,044
+68,326
305
$18M 0.05%
67,525
-7,647
306
$17.8M 0.05%
225,433
-20,710
307
$17.7M 0.05%
168,266
-3,704
308
$17.5M 0.05%
218,978
+2,067
309
$17.3M 0.05%
162,716
-6,720
310
$17.3M 0.05%
145,441
+16,522
311
$17.2M 0.05%
310,942
+49,459
312
$17.1M 0.05%
571,832
+6,849
313
$17M 0.05%
177,381
+10,205
314
$17M 0.05%
162,121
+6,491
315
$17M 0.05%
36,115
-2,832
316
$16.7M 0.05%
162,642
+11,145
317
$16.6M 0.05%
289,586
+3,968
318
$16.5M 0.05%
1,472,333
+387,563
319
$16.4M 0.05%
187,430
-359
320
$16.4M 0.05%
335,789
-702,670
321
$16.4M 0.05%
253,772
+7,468
322
$16.3M 0.05%
56,152
+707
323
$16.2M 0.05%
214,119
-5,200
324
$16.1M 0.05%
530,536
-41,128
325
$16.1M 0.05%
132,674
+35,895
11 12
13
14 15