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
601
$4.28M 0.01%
141,865
+101,217
602
$4.27M 0.01%
83,377
+42,154
603
$4.27M 0.01%
57,399
-16,849
604
$4.26M 0.01%
178,397
-103,035
605
$4.26M 0.01%
20,214
-99,620
606
$4.25M 0.01%
48,433
+41,287
607
$4.24M 0.01%
93,925
+1,977
608
$4.24M 0.01%
25,702
+1,147
609
$4.23M 0.01%
83,158
+5,132
610
$4.23M 0.01%
25,718
+1,200
611
$4.22M 0.01%
32,849
-1,047
612
$4.2M 0.01%
151,768
-4,828
613
$4.2M 0.01%
29,049
-61,829
614
$4.18M 0.01%
136,737
+115,937
615
$4.17M 0.01%
135,324
+36,295
616
$4.16M 0.01%
42,116
-102,337
617
$4.14M 0.01%
448,923
+56,618
618
$4.13M 0.01%
23,494
-899
619
$4.13M 0.01%
36,132
+6,912
620
$4.12M 0.01%
22,074
+8,312
621
$4.1M 0.01%
126,202
+2,017
622
$4.03M 0.01%
166,808
-47,074
623
$4.02M 0.01%
121,320
+1,730
624
$3.99M 0.01%
19,683
+614
625
$3.98M 0.01%
55,102
+17,530
23 24
25
26 27