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
576
$4.67M 0.01%
122,527
+90,483
577
$4.66M 0.01%
81,668
-20,162
578
$4.66M 0.01%
151,338
-35,089
579
$4.62M 0.01%
250,795
+90,792
580
$4.62M 0.01%
196,756
+30,332
581
$4.6M 0.01%
229,345
+857
582
$4.58M 0.01%
23,031
-706
583
$4.57M 0.01%
127,163
-158
584
$4.55M 0.01%
64,788
-14,760
585
$4.55M 0.01%
39,286
+993
586
$4.54M 0.01%
44,662
+1,288
587
$4.54M 0.01%
40,031
+1,962
588
$4.54M 0.01%
92,678
+1,297
589
$4.53M 0.01%
37,890
+3,879
590
$4.53M 0.01%
172,107
+4,435
591
$4.52M 0.01%
49,061
+23,586
592
$4.5M 0.01%
49,250
+6,135
593
$4.5M 0.01%
302,784
-3,824
594
$4.45M 0.01%
16,841
-244
595
$4.44M 0.01%
67,340
-21,852
596
$4.43M 0.01%
1,517,072
+532,941
597
$4.43M 0.01%
93,412
-132,310
598
$4.4M 0.01%
161,300
+8,420
599
$4.31M 0.01%
16,161
+2,025
600
$4.3M 0.01%
20,769
-225
22 23
24
25 26