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
726
$2.81M 0.01%
113,380
-636
727
$2.79M 0.01%
47,305
+2,445
728
$2.78M 0.01%
36,773
-472
729
$2.78M 0.01%
26,435
-2,696
730
$2.76M 0.01%
40,555
+133
731
$2.75M 0.01%
26,645
+653
732
$2.74M 0.01%
41,432
-13,944
733
$2.74M 0.01%
86,368
-6,887
734
$2.72M 0.01%
45,393
+13,437
735
$2.72M 0.01%
47,796
+37,909
736
$2.71M 0.01%
30,963
+131
737
$2.71M 0.01%
47,647
+15,798
738
$2.69M 0.01%
308,925
+13,434
739
$2.69M 0.01%
16,181
-216,983
740
$2.68M 0.01%
15,380
-510
741
$2.68M 0.01%
43,913
+25,748
742
$2.66M 0.01%
64,024
-5,339
743
$2.64M 0.01%
159,427
+54,175
744
$2.63M 0.01%
169,685
+9,325
745
$2.63M 0.01%
31,497
-2,545
746
$2.63M 0.01%
33,094
+8,350
747
$2.62M 0.01%
38,299
+1,732
748
$2.61M 0.01%
49,096
-15,767
749
$2.59M 0.01%
32,343
+310
750
$2.59M 0.01%
132,963
-16,581
28 29
30
31 32