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
376
$12.3M 0.04%
124,115
-4,295
377
$12.2M 0.04%
351,747
+5,219
378
$12.2M 0.04%
580,572
+226,099
379
$12.2M 0.04%
369,869
+30,661
380
$12.1M 0.04%
215,646
-20,501
381
$12.1M 0.04%
42,066
+7,878
382
$12.1M 0.04%
65,603
-5,208
383
$11.9M 0.03%
35,953
-418
384
$11.8M 0.03%
592,471
+5,242
385
$11.8M 0.03%
264,612
-70,239
386
$11.7M 0.03%
109,250
+14,429
387
$11.7M 0.03%
485,030
-99,532
388
$11.7M 0.03%
238,003
-18,648
389
$11.6M 0.03%
223,119
-20,413
390
$11.5M 0.03%
366,320
-47,254
391
$11.4M 0.03%
162,852
-14,748
392
$11.4M 0.03%
477,360
+32,160
393
$11.3M 0.03%
951,443
-2,588
394
$11.2M 0.03%
50,016
-3,192
395
$11.2M 0.03%
252,239
+139,743
396
$11.2M 0.03%
136,296
-4,926
397
$11.1M 0.03%
100,643
-6,726
398
$11.1M 0.03%
50,433
+4,301
399
$11.1M 0.03%
431,684
+34,852
400
$11.1M 0.03%
438,521
-620,328
14 15
16
17 18