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
501
$6.77M 0.02%
53,269
+15,851
502
$6.7M 0.02%
223,947
-53,219
503
$6.63M 0.02%
218,898
+3,218
504
$6.63M 0.02%
+2,856,695
505
$6.58M 0.02%
635,280
+29,250
506
$6.57M 0.02%
137,506
-542,233
507
$6.53M 0.02%
89,820
-9,073
508
$6.53M 0.02%
23,759
-1,015
509
$6.5M 0.02%
147,507
-116,258
510
$6.5M 0.02%
52,980
+430
511
$6.47M 0.02%
226,547
+325
512
$6.45M 0.02%
114,976
-8,744
513
$6.45M 0.02%
296,758
+5,224
514
$6.45M 0.02%
61,473
-3,934
515
$6.37M 0.02%
18,968
+2,327
516
$6.34M 0.02%
5,402
-482
517
$6.3M 0.02%
65,508
+1,828
518
$6.27M 0.02%
110,175
-1,470
519
$6.27M 0.02%
50,214
+84
520
$6.23M 0.02%
75,244
-23,122
521
$6.17M 0.02%
81,341
+5,038
522
$6.11M 0.02%
576,137
-6,661
523
$6.1M 0.02%
159,379
-13,213
524
$6.09M 0.02%
66,174
-78
525
$6.09M 0.02%
101,934
-459
19 20
21
22 23