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
551
$5.22M 0.02%
60,847
-464
552
$5.22M 0.02%
28,310
+339
553
$5.22M 0.02%
322,447
-88,855
554
$5.21M 0.02%
247,989
+12,809
555
$5.21M 0.02%
225,020
+77,131
556
$5.17M 0.02%
76,997
+2,224
557
$5.14M 0.02%
77,109
-479
558
$5.08M 0.02%
185,859
+95,916
559
$5.07M 0.01%
141,505
+10,654
560
$5.06M 0.01%
125,477
+2,063
561
$5.06M 0.01%
30,666
+974
562
$5.05M 0.01%
115,892
-39,292
563
$5.04M 0.01%
220,585
+16,378
564
$4.94M 0.01%
131,906
-426
565
$4.93M 0.01%
126,015
+6,228
566
$4.93M 0.01%
206,905
+2,053
567
$4.9M 0.01%
59,469
-10,839
568
$4.86M 0.01%
60,552
+8,173
569
$4.85M 0.01%
181,352
+59,690
570
$4.85M 0.01%
27,819
-19,961
571
$4.85M 0.01%
15,979
-1,084
572
$4.76M 0.01%
438,444
+3,192
573
$4.74M 0.01%
190,962
+29,350
574
$4.71M 0.01%
52,529
-4,821
575
$4.68M 0.01%
58,948
+921
21 22
23
24 25