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
751
$2.59M 0.01%
105,571
+28,762
752
$2.58M 0.01%
34,639
+32,047
753
$2.58M 0.01%
62,926
+702
754
$2.56M 0.01%
55,360
+994
755
$2.55M 0.01%
28,012
+161
756
$2.54M 0.01%
40,812
+537
757
$2.54M 0.01%
58,539
+580
758
$2.54M 0.01%
250,339
-2,243
759
$2.52M 0.01%
+95,470
760
$2.5M 0.01%
43,800
+457
761
$2.47M 0.01%
83,521
-8,180
762
$2.46M 0.01%
15,756
+2,889
763
$2.46M 0.01%
48,576
+4,202
764
$2.46M 0.01%
49,931
+4,229
765
$2.46M 0.01%
46,106
+27,838
766
$2.44M 0.01%
211,755
+4,024
767
$2.44M 0.01%
34,189
+5,242
768
$2.44M 0.01%
12,113
-1,218
769
$2.43M 0.01%
27,068
-23,361
770
$2.42M 0.01%
87,385
+47,980
771
$2.42M 0.01%
147,025
+10,199
772
$2.37M 0.01%
75,797
+443
773
$2.35M 0.01%
24,942
+835
774
$2.35M 0.01%
36,866
-3,970
775
$2.34M 0.01%
46,700
+3,419
29 30
31
32 33