Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$95.1M
2
+$87.8M
3
+$57M
4
WSO icon
Watsco Inc
WSO
+$51.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$45.7M

Top Sells

1
+$132M
2
+$118M
3
+$85.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$71.3M
5
BND icon
Vanguard Total Bond Market
BND
+$56M

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
426
$10M 0.03%
172,445
+7,137
427
$9.99M 0.03%
424,240
-77,080
428
$9.74M 0.03%
136,373
+16
429
$9.7M 0.03%
303,509
+7,417
430
$9.56M 0.03%
104,351
+955
431
$9.41M 0.03%
199,532
+9,580
432
$9.33M 0.03%
138,672
+3,727
433
$9.33M 0.03%
294,216
-14,703
434
$9.25M 0.03%
38,191
+5,607
435
$9.23M 0.03%
300,749
-2,199
436
$9.23M 0.03%
177,300
-33,855
437
$9.22M 0.03%
545,960
+9,530
438
$9.14M 0.03%
182,726
+1,150
439
$9.12M 0.03%
185,875
-47,127
440
$9.07M 0.03%
194,324
-46,020
441
$9.05M 0.03%
71,060
+10,130
442
$8.94M 0.03%
178,429
-43,564
443
$8.86M 0.03%
111,601
+1,827
444
$8.8M 0.03%
54,102
-171
445
$8.71M 0.03%
92,879
+60,009
446
$8.69M 0.03%
122,312
+10,444
447
$8.67M 0.03%
289,582
+102,170
448
$8.64M 0.03%
21,598
+5,805
449
$8.59M 0.03%
124,327
-15,295
450
$8.55M 0.03%
266,352
-68,148
16 17
18
19 20