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
801
$2.19M 0.01%
201,504
-1,232
802
$2.19M 0.01%
+17,452
803
$2.19M 0.01%
35,277
-497
804
$2.18M 0.01%
20,964
-611
805
$2.18M 0.01%
31,944
-6,828
806
$2.17M 0.01%
32,592
-11,789
807
$2.17M 0.01%
169,500
-80,950
808
$2.17M 0.01%
94,620
+6,765
809
$2.16M 0.01%
44,406
-6,357
810
$2.15M 0.01%
31,227
+1,971
811
$2.14M 0.01%
14,440
+3,796
812
$2.14M 0.01%
124,837
-340
813
$2.14M 0.01%
41,256
+4,639
814
$2.14M 0.01%
43,275
-8,323
815
$2.14M 0.01%
63,977
-85
816
$2.13M 0.01%
28,391
+2,146
817
$2.13M 0.01%
2,029,194
+3,571
818
$2.12M 0.01%
47,443
-6,166
819
$2.12M 0.01%
41,997
+2,315
820
$2.1M 0.01%
72,230
+62,615
821
$2.09M 0.01%
56,689
+22,642
822
$2.08M 0.01%
23,239
-173
823
$2.08M 0.01%
47,340
+1,368
824
$2.08M 0.01%
32,465
-5,251
825
$2.07M 0.01%
38,546
+5,134
31 32
33
34 35