Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$95.1M
2
+$87.8M
3
+$57M
4
WSO icon
Watsco Inc
WSO
+$51.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$45.7M

Top Sells

1
+$132M
2
+$118M
3
+$85.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$71.3M
5
BND icon
Vanguard Total Bond Market
BND
+$56M

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
826
$2.06M 0.01%
48,654
+6,075
827
$2.05M 0.01%
27,380
+1,021
828
$2.05M 0.01%
44,032
-137
829
$2.02M 0.01%
61,903
+3,260
830
$2.02M 0.01%
52,459
-120
831
$2.01M 0.01%
51,488
+38,544
832
$2.01M 0.01%
43,130
+902
833
$2M 0.01%
50,251
-99
834
$2M 0.01%
67,212
-5,938
835
$2M 0.01%
48,241
-1,375
836
$1.99M 0.01%
85,533
-383
837
$1.98M 0.01%
175,024
-4,633
838
$1.98M 0.01%
21,135
+5,475
839
$1.97M 0.01%
168,742
-30,050
840
$1.96M 0.01%
64,680
-42
841
$1.96M 0.01%
34,192
-8,324
842
$1.96M 0.01%
20,590
-56
843
$1.95M 0.01%
90,477
-48,965
844
$1.94M 0.01%
251,062
-61,825
845
$1.92M 0.01%
41,699
+4,807
846
$1.92M 0.01%
32,200
+10,855
847
$1.91M 0.01%
41,404
+9,576
848
$1.9M 0.01%
172,805
+6,091
849
$1.9M 0.01%
27,006
+4,770
850
$1.9M 0.01%
304,810
+9,674
32 33
34
35 36