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
876
$1.77M 0.01%
21,966
+433
877
$1.77M 0.01%
9,303
878
$1.77M 0.01%
24,274
+3,933
879
$1.75M 0.01%
87,257
+14,039
880
$1.75M 0.01%
30,040
-305
881
$1.74M 0.01%
62,948
-551
882
$1.73M 0.01%
40,030
-70
883
$1.73M 0.01%
29,156
+1,780
884
$1.73M 0.01%
+32,143
885
$1.73M 0.01%
76,140
-694
886
$1.71M 0.01%
35,040
-2,892
887
$1.71M 0.01%
40,697
-2,850
888
$1.7M 0.01%
11,550
-1,255
889
$1.7M 0.01%
40,595
+4,014
890
$1.7M 0.01%
84,980
-1,448
891
$1.69M 0.01%
44,760
+4,745
892
$1.69M 0.01%
36,734
-580,284
893
$1.68M ﹤0.01%
119,370
-6,474
894
$1.67M ﹤0.01%
81,192
-1,245
895
$1.66M ﹤0.01%
+54,249
896
$1.66M ﹤0.01%
34,669
+1,494
897
$1.66M ﹤0.01%
64,779
-815
898
$1.64M ﹤0.01%
41,056
-125
899
$1.63M ﹤0.01%
5,576
-1,466
900
$1.63M ﹤0.01%
+65,658
34 35
36
37 38