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
26
$230M 0.68%
1,294,213
-29,869
27
$222M 0.65%
1,543,735
+66,870
28
$214M 0.63%
1,313,378
+33,990
29
$214M 0.63%
1,942,898
+25,340
30
$212M 0.63%
5,270,225
+104,364
31
$211M 0.62%
2,209,187
-19,413
32
$211M 0.62%
1,673,309
-12,423
33
$209M 0.61%
5,215,994
+47,065
34
$208M 0.61%
1,683,433
+41,468
35
$206M 0.61%
574,015
-1,705
36
$194M 0.57%
2,008,847
-36,324
37
$194M 0.57%
542,019
-19,711
38
$193M 0.57%
3,107,391
+7,838
39
$184M 0.54%
804,657
-28,328
40
$182M 0.54%
2,483,457
+590,521
41
$182M 0.54%
3,454,592
+548,159
42
$173M 0.51%
5,727,716
+32,300
43
$169M 0.5%
4,641,404
-223,954
44
$167M 0.49%
1,010,930
+38,529
45
$158M 0.47%
312,806
-3,995
46
$151M 0.45%
569,681
-13,789
47
$145M 0.43%
509,334
+21,292
48
$131M 0.39%
1,482,318
+16,802
49
$130M 0.38%
1,651,592
+75,777
50
$128M 0.38%
2,030,829
+56,639
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