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
451
$8.53M 0.03%
177,394
-14,465
452
$8.48M 0.03%
94,721
+13,839
453
$8.37M 0.02%
26,990
-5,678
454
$8.34M 0.02%
2,451
+24
455
$8.3M 0.02%
260,709
+5,799
456
$8.15M 0.02%
102,527
+880
457
$8.04M 0.02%
111,418
-5,182
458
$7.95M 0.02%
161,929
-596
459
$7.9M 0.02%
58,069
-4,515
460
$7.88M 0.02%
67,547
-820
461
$7.84M 0.02%
40,162
+3,871
462
$7.78M 0.02%
232,422
+1,130
463
$7.72M 0.02%
80,419
+3,698
464
$7.71M 0.02%
153,352
-231,621
465
$7.7M 0.02%
309,616
+36,090
466
$7.68M 0.02%
337,590
+5,907
467
$7.67M 0.02%
190,791
-4,142
468
$7.58M 0.02%
104,445
+39,765
469
$7.56M 0.02%
77,884
+492
470
$7.52M 0.02%
159,134
+6,416
471
$7.46M 0.02%
162,375
+8,327
472
$7.44M 0.02%
161,437
-1,818,939
473
$7.44M 0.02%
121,990
-2,624
474
$7.39M 0.02%
153,824
+52,569
475
$7.36M 0.02%
442,046
+15,474
17 18
19
20 21