Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$95.1M
2
+$87.8M
3
+$57M
4
WSO icon
Watsco Inc
WSO
+$51.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$45.7M

Top Sells

1
+$132M
2
+$118M
3
+$85.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$71.3M
5
BND icon
Vanguard Total Bond Market
BND
+$56M

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
676
$3.27M 0.01%
12,468
+4,024
677
$3.26M 0.01%
94,832
+524
678
$3.25M 0.01%
+109,631
679
$3.25M 0.01%
+51,609
680
$3.24M 0.01%
120,138
+23,124
681
$3.21M 0.01%
13,219
+5,976
682
$3.19M 0.01%
83,778
-67,781
683
$3.17M 0.01%
93,348
-67,968
684
$3.16M 0.01%
51,242
-253
685
$3.14M 0.01%
387,128
+5,721
686
$3.13M 0.01%
195,530
-21,762
687
$3.11M 0.01%
582,732
+15,563
688
$3.1M 0.01%
26,902
-1,021
689
$3.09M 0.01%
93,310
-175
690
$3.09M 0.01%
22,582
+1,311
691
$3.07M 0.01%
28,401
+88
692
$3.06M 0.01%
35,345
-3,139
693
$3.06M 0.01%
38,075
-11,300
694
$3.04M 0.01%
22,813
+409
695
$3.03M 0.01%
35,366
-3,880
696
$3.03M 0.01%
117,310
+46,075
697
$3.01M 0.01%
82,635
+635
698
$2.99M 0.01%
47,099
+342
699
$2.98M 0.01%
16,931
+1,006
700
$2.98M 0.01%
11,847
+2,976
26 27
28
29 30