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
926
$1.54M ﹤0.01%
+135,056
927
$1.53M ﹤0.01%
54,437
-17,801
928
$1.53M ﹤0.01%
33,279
+774
929
$1.53M ﹤0.01%
20,326
-98,707
930
$1.52M ﹤0.01%
20,174
-1,122
931
$1.52M ﹤0.01%
35,869
+844
932
$1.52M ﹤0.01%
36,080
+22,373
933
$1.51M ﹤0.01%
120,371
+7,907
934
$1.51M ﹤0.01%
36,411
+12,995
935
$1.51M ﹤0.01%
5,442
-1,826
936
$1.49M ﹤0.01%
17,217
-8,147
937
$1.49M ﹤0.01%
88,320
+26,434
938
$1.49M ﹤0.01%
34,758
-130
939
$1.48M ﹤0.01%
136,511
+4,716
940
$1.48M ﹤0.01%
27,765
+25
941
$1.48M ﹤0.01%
24,966
+493
942
$1.47M ﹤0.01%
32,364
-1,474
943
$1.47M ﹤0.01%
22,904
-7,022
944
$1.47M ﹤0.01%
39,227
-14,836
945
$1.45M ﹤0.01%
23,892
-3,661
946
$1.45M ﹤0.01%
24,191
-50,971
947
$1.45M ﹤0.01%
44,706
+1,395
948
$1.44M ﹤0.01%
48,064
+531
949
$1.44M ﹤0.01%
126,394
-102,250
950
$1.43M ﹤0.01%
15,954
-1,190
36 37
38
39 40