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
51
$126M 0.37%
1,112,063
+52,761
52
$125M 0.37%
1,489,179
+15,522
53
$124M 0.36%
536,363
+18,244
54
$123M 0.36%
543,193
-3,268
55
$121M 0.36%
1,480,862
+354,428
56
$119M 0.35%
727,556
-111,664
57
$117M 0.34%
723,293
+4,808
58
$115M 0.34%
845,547
-62,756
59
$113M 0.33%
1,631,331
+22,387
60
$111M 0.33%
2,927,609
-291,111
61
$109M 0.32%
1,161,227
+6,064
62
$105M 0.31%
1,586,905
+30,112
63
$104M 0.31%
2,342,710
-28,190
64
$103M 0.3%
920,926
+12,586
65
$103M 0.3%
574,735
+42,638
66
$103M 0.3%
1,778,297
+1,623,900
67
$103M 0.3%
1,759,813
-41,838
68
$102M 0.3%
1,353,852
+1,095,836
69
$102M 0.3%
1,431,030
-747,706
70
$102M 0.3%
200,214
+15,868
71
$101M 0.3%
2,619,014
+178,106
72
$101M 0.3%
639,256
+17,905
73
$100M 0.29%
181,850
+3,043
74
$99.8M 0.29%
560,009
+7,286
75
$98.9M 0.29%
685,126
+16,672
1 2
3
4 5