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
901
$1.63M ﹤0.01%
18,457
-4,517
902
$1.63M ﹤0.01%
51,626
+921
903
$1.62M ﹤0.01%
67,538
+26,770
904
$1.62M ﹤0.01%
58,849
+1,184
905
$1.61M ﹤0.01%
10,241
+1,649
906
$1.61M ﹤0.01%
65,083
+19,138
907
$1.61M ﹤0.01%
69,716
+36,676
908
$1.6M ﹤0.01%
145,865
+53,408
909
$1.6M ﹤0.01%
83,737
+1,500
910
$1.6M ﹤0.01%
96,520
+3,283
911
$1.6M ﹤0.01%
14,130
+597
912
$1.59M ﹤0.01%
+59,044
913
$1.59M ﹤0.01%
26,614
+609
914
$1.58M ﹤0.01%
47,347
+362
915
$1.58M ﹤0.01%
98,940
-639
916
$1.58M ﹤0.01%
29,133
-665
917
$1.58M ﹤0.01%
14,061
-1,561
918
$1.58M ﹤0.01%
133,415
+5,672
919
$1.58M ﹤0.01%
21,484
-1,741
920
$1.57M ﹤0.01%
61,972
+9,973
921
$1.56M ﹤0.01%
44,884
+5,388
922
$1.56M ﹤0.01%
21,217
-1,407
923
$1.55M ﹤0.01%
14,357
+185
924
$1.55M ﹤0.01%
25,820
-1,833
925
$1.55M ﹤0.01%
1,268,448
+412,198
35 36
37
38 39