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
651
$3.58M 0.01%
7,315
-12
652
$3.56M 0.01%
39,189
+2,110
653
$3.55M 0.01%
108,873
+1,245
654
$3.54M 0.01%
73,188
+1,116
655
$3.5M 0.01%
18,675
-3,971
656
$3.5M 0.01%
41,761
-1,565
657
$3.5M 0.01%
5,904
+75
658
$3.49M 0.01%
69,354
+7,753
659
$3.48M 0.01%
40,810
-13,621
660
$3.47M 0.01%
358,845
+8,116
661
$3.46M 0.01%
36,181
+944
662
$3.44M 0.01%
8,586
+304
663
$3.44M 0.01%
51,571
-19,599
664
$3.42M 0.01%
55,650
-146,043
665
$3.42M 0.01%
114,333
+37,857
666
$3.41M 0.01%
128,595
-15,619
667
$3.36M 0.01%
553,831
-6,428
668
$3.34M 0.01%
67,143
-4,741
669
$3.33M 0.01%
1,460,977
+113,444
670
$3.33M 0.01%
40,906
-15,892
671
$3.31M 0.01%
59,215
-38,998
672
$3.31M 0.01%
58,395
-4,737
673
$3.3M 0.01%
63,342
+402
674
$3.28M 0.01%
98,459
-32,792
675
$3.27M 0.01%
43,967
+692
25 26
27
28 29