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
701
$2.96M 0.01%
137,394
-136,991
702
$2.95M 0.01%
55,255
-11,974
703
$2.95M 0.01%
14,691
+4,946
704
$2.94M 0.01%
21,012
-1,757
705
$2.94M 0.01%
39,569
+6,998
706
$2.94M 0.01%
127,595
-10,812
707
$2.94M 0.01%
102,711
-7,391
708
$2.93M 0.01%
19,426
+1,484
709
$2.93M 0.01%
37,603
-2,019
710
$2.93M 0.01%
82,467
+43,922
711
$2.92M 0.01%
9,662
+127
712
$2.91M 0.01%
1,359
-102
713
$2.91M 0.01%
44,218
+11,702
714
$2.91M 0.01%
38,796
-7,474
715
$2.91M 0.01%
45,758
-5,783
716
$2.9M 0.01%
323,668
+29,259
717
$2.89M 0.01%
110,301
-52,479
718
$2.88M 0.01%
16,894
+286
719
$2.87M 0.01%
642,714
+11,413
720
$2.85M 0.01%
150,940
+38,208
721
$2.85M 0.01%
56,745
-450
722
$2.85M 0.01%
72,114
+1,426
723
$2.83M 0.01%
23,286
-705
724
$2.83M 0.01%
216,819
-303
725
$2.81M 0.01%
46,491
-15
27 28
29
30 31