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
626
$3.97M 0.01%
79,175
+1,665
627
$3.95M 0.01%
71,967
+2,266
628
$3.93M 0.01%
79,782
-13,987
629
$3.91M 0.01%
81,857
-100,225
630
$3.89M 0.01%
180,694
+1
631
$3.88M 0.01%
59,354
+91
632
$3.88M 0.01%
115,326
-10,288
633
$3.87M 0.01%
102,384
+2,938
634
$3.83M 0.01%
249,564
+43,831
635
$3.83M 0.01%
11,821
+5,376
636
$3.81M 0.01%
40,688
+1,797
637
$3.81M 0.01%
115,757
+32,446
638
$3.79M 0.01%
520,927
+39,645
639
$3.74M 0.01%
60,772
+28,383
640
$3.74M 0.01%
206,759
+7,078
641
$3.72M 0.01%
410,463
+27,097
642
$3.72M 0.01%
44,402
+9,876
643
$3.71M 0.01%
100,898
-47,353
644
$3.71M 0.01%
192,124
-9,132
645
$3.68M 0.01%
109,431
+6,510
646
$3.67M 0.01%
44,901
-1,509
647
$3.67M 0.01%
124,263
-23,275
648
$3.63M 0.01%
37,735
-12,640
649
$3.62M 0.01%
993,159
+31,858
650
$3.59M 0.01%
67,735
-1,201
24 25
26
27 28