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
526
$6.06M 0.02%
170,724
+118,614
527
$6.02M 0.02%
180,591
-3,490
528
$6M 0.02%
373,725
+28,680
529
$5.99M 0.02%
+278,077
530
$5.96M 0.02%
145,304
+78,008
531
$5.89M 0.02%
126,871
+8,008
532
$5.89M 0.02%
64,564
+3,753
533
$5.87M 0.02%
350,868
+179,729
534
$5.86M 0.02%
4,868
-182
535
$5.82M 0.02%
104,889
+733
536
$5.82M 0.02%
81,434
+2,246
537
$5.74M 0.02%
257,411
-8,670
538
$5.71M 0.02%
20,516
-1,684
539
$5.65M 0.02%
127,146
-99,460
540
$5.53M 0.02%
164,544
-4,208
541
$5.52M 0.02%
156,963
-1,097
542
$5.49M 0.02%
56,435
+9,094
543
$5.43M 0.02%
323,476
-3,229
544
$5.41M 0.02%
53,176
-634
545
$5.39M 0.02%
518,763
+23,045
546
$5.38M 0.02%
6,493
-109
547
$5.37M 0.02%
113,862
-7,294
548
$5.31M 0.02%
263,364
+3,042
549
$5.27M 0.02%
42,294
-2,818
550
$5.25M 0.02%
11,546
-3,693
20 21
22
23 24