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
951
$1.42M ﹤0.01%
90,943
-139,135
952
$1.42M ﹤0.01%
28,132
-1,996
953
$1.41M ﹤0.01%
6,654
-1,594
954
$1.41M ﹤0.01%
77,616
+3,247
955
$1.4M ﹤0.01%
100,532
-37,840
956
$1.39M ﹤0.01%
11,712
+4,313
957
$1.38M ﹤0.01%
49,943
+39,847
958
$1.38M ﹤0.01%
38,215
+321
959
$1.35M ﹤0.01%
69,268
+349
960
$1.35M ﹤0.01%
+32,995
961
$1.34M ﹤0.01%
59,680
+8,377
962
$1.34M ﹤0.01%
22,094
-3,093
963
$1.33M ﹤0.01%
50,110
-43
964
$1.32M ﹤0.01%
28,959
-188
965
$1.32M ﹤0.01%
16,638
-18,315
966
$1.32M ﹤0.01%
14,398
-4,087
967
$1.31M ﹤0.01%
27,662
-5,278
968
$1.31M ﹤0.01%
74,897
+4,594
969
$1.3M ﹤0.01%
14,280
-23,404
970
$1.3M ﹤0.01%
9,005
+348
971
$1.3M ﹤0.01%
18,610
+757
972
$1.3M ﹤0.01%
92,185
+9,940
973
$1.29M ﹤0.01%
55,001
+247
974
$1.28M ﹤0.01%
185,796
+46,991
975
$1.28M ﹤0.01%
12,021
-464
37 38
39
40 41