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
851
$1.89M 0.01%
7,695
+1,541
852
$1.88M 0.01%
15,078
+146
853
$1.87M 0.01%
18,389
+1,473
854
$1.87M 0.01%
100,105
+73,570
855
$1.87M 0.01%
6,966
+2,238
856
$1.87M 0.01%
58,611
-6,324
857
$1.86M 0.01%
53,443
+18,623
858
$1.86M 0.01%
45,839
-8,627
859
$1.84M 0.01%
160,187
-428,129
860
$1.83M 0.01%
97,706
+4,833
861
$1.83M 0.01%
41,129
-600
862
$1.81M 0.01%
26,830
-18,466
863
$1.81M 0.01%
28,979
+13,530
864
$1.8M 0.01%
31,922
-102
865
$1.8M 0.01%
38,175
+1,424
866
$1.8M 0.01%
10,780
+212
867
$1.79M 0.01%
108,984
-3,291
868
$1.79M 0.01%
41,168
-729
869
$1.79M 0.01%
34,950
+5,176
870
$1.79M 0.01%
36,470
-4,182
871
$1.79M 0.01%
27,443
-624
872
$1.79M 0.01%
42,889
-1,171
873
$1.78M 0.01%
80,967
-126,263
874
$1.78M 0.01%
19,827
-110
875
$1.77M 0.01%
35,460
-11,825
33 34
35
36 37