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
351
$13.8M 0.04%
164,762
+16,111
352
$13.7M 0.04%
89,530
-3,167
353
$13.7M 0.04%
97,450
-1,175
354
$13.7M 0.04%
623,506
-25,192
355
$13.6M 0.04%
74,993
-2,108
356
$13.6M 0.04%
1,029,894
+44,499
357
$13.5M 0.04%
280,161
-123,394
358
$13.5M 0.04%
175,590
-1,792
359
$13.4M 0.04%
401,062
+20,052
360
$13.4M 0.04%
366,300
+7,050
361
$13.4M 0.04%
212,582
+13,070
362
$13.3M 0.04%
351,825
-32,664
363
$13.2M 0.04%
104,969
-5,007
364
$13.2M 0.04%
324,552
-5,098
365
$13.1M 0.04%
183,923
+9,589
366
$13.1M 0.04%
96,881
+1,727
367
$13M 0.04%
69,918
+8,996
368
$12.8M 0.04%
99,347
+8,662
369
$12.8M 0.04%
147,637
-7,295
370
$12.7M 0.04%
68,743
+11,568
371
$12.7M 0.04%
202,158
-10,541
372
$12.6M 0.04%
208,150
+8,739
373
$12.5M 0.04%
25,773
-16,745
374
$12.5M 0.04%
184,676
-410
375
$12.4M 0.04%
466,769
-80,554
13 14
15
16 17