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
476
$7.31M 0.02%
125,604
+13,357
477
$7.27M 0.02%
+348,111
478
$7.25M 0.02%
27,062
-5,995
479
$7.17M 0.02%
98,880
+340
480
$7.15M 0.02%
109,282
+5,895
481
$7.14M 0.02%
107,463
-112,376
482
$7.14M 0.02%
164,220
+9,172
483
$7.11M 0.02%
4,326
-317
484
$7.1M 0.02%
205,811
-1,646
485
$7.09M 0.02%
231,193
+45,724
486
$7.06M 0.02%
162,479
-10,101
487
$6.99M 0.02%
172,572
-13,010
488
$6.99M 0.02%
267,583
-21,260
489
$6.95M 0.02%
25,775
+93
490
$6.91M 0.02%
86,990
-170
491
$6.9M 0.02%
39,183
-171
492
$6.88M 0.02%
179,644
+75,782
493
$6.87M 0.02%
197,992
-88
494
$6.84M 0.02%
82,837
+7,819
495
$6.81M 0.02%
24,543
-4,304
496
$6.8M 0.02%
209,375
+26,542
497
$6.79M 0.02%
155,290
-6,988
498
$6.79M 0.02%
897,025
+6,086
499
$6.78M 0.02%
89,218
-5,893
500
$6.78M 0.02%
88,603
+3,339
18 19
20
21 22