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
776
$2.32M 0.01%
300,481
+4,793
777
$2.3M 0.01%
283,105
-5,211
778
$2.29M 0.01%
14,538
-332
779
$2.28M 0.01%
141,036
+1,475
780
$2.28M 0.01%
55,758
-1,554
781
$2.28M 0.01%
39,490
-49,448
782
$2.26M 0.01%
33,201
+2,243
783
$2.26M 0.01%
16,857
-4,232
784
$2.26M 0.01%
70,240
-20,351
785
$2.26M 0.01%
12,716
+254
786
$2.25M 0.01%
114,874
+23,814
787
$2.24M 0.01%
216,560
+21,127
788
$2.24M 0.01%
97,131
+40,182
789
$2.24M 0.01%
36,770
-452
790
$2.23M 0.01%
34,606
+1,115
791
$2.23M 0.01%
143,908
+59,391
792
$2.23M 0.01%
9,230
+196
793
$2.22M 0.01%
5,398
+943
794
$2.22M 0.01%
147,117
-15,014
795
$2.22M 0.01%
22,170
-192,358
796
$2.22M 0.01%
60,140
+515
797
$2.21M 0.01%
10,463
-331
798
$2.21M 0.01%
105,516
-2,024
799
$2.21M 0.01%
68,196
+3,991
800
$2.2M 0.01%
44,753
+642
30 31
32
33 34