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
401
$11.1M 0.03%
222,213
+29,483
402
$10.9M 0.03%
121,406
+108,638
403
$10.9M 0.03%
79,234
+13,140
404
$10.9M 0.03%
82,098
-12,235
405
$10.9M 0.03%
48,789
+39,581
406
$10.8M 0.03%
180,411
-61,336
407
$10.8M 0.03%
479,763
-195,774
408
$10.8M 0.03%
50,116
+1,105
409
$10.7M 0.03%
102,791
+4,369
410
$10.7M 0.03%
48,241
-3,803
411
$10.7M 0.03%
135,408
+158
412
$10.6M 0.03%
62,113
+517
413
$10.6M 0.03%
149,132
+9,752
414
$10.5M 0.03%
162,288
+9,197
415
$10.5M 0.03%
126,433
+21,932
416
$10.4M 0.03%
156,582
+20,452
417
$10.4M 0.03%
180,323
-82,180
418
$10.4M 0.03%
62,643
+2,461
419
$10.3M 0.03%
494,458
-31,305
420
$10.3M 0.03%
46,161
+258
421
$10.3M 0.03%
266,543
+18,842
422
$10.1M 0.03%
230,577
+33,708
423
$10.1M 0.03%
212,772
-248,621
424
$10.1M 0.03%
159,950
+10,990
425
$10.1M 0.03%
734,676
+48,047
15 16
17
18 19