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
1001
$1.17M ﹤0.01%
+32,796
1002
$1.17M ﹤0.01%
14,244
-41,727
1003
$1.15M ﹤0.01%
39,170
-17,584
1004
$1.14M ﹤0.01%
48,906
-11,341
1005
$1.13M ﹤0.01%
24,772
+7,030
1006
$1.13M ﹤0.01%
10,391
-1,043
1007
$1.13M ﹤0.01%
53,586
+7,551
1008
$1.13M ﹤0.01%
65,673
+2,213
1009
$1.13M ﹤0.01%
11,891
+5,541
1010
$1.13M ﹤0.01%
104,264
+1,130
1011
$1.12M ﹤0.01%
61,305
-270
1012
$1.11M ﹤0.01%
18,677
+1,011
1013
$1.11M ﹤0.01%
13,048
-73
1014
$1.1M ﹤0.01%
8,748
-5,787
1015
$1.1M ﹤0.01%
49,269
-2,244
1016
$1.1M ﹤0.01%
13,221
-618
1017
$1.1M ﹤0.01%
28,384
-12,564
1018
$1.1M ﹤0.01%
28,448
+3,457
1019
$1.09M ﹤0.01%
+21,024
1020
$1.09M ﹤0.01%
43,406
+31,019
1021
$1.09M ﹤0.01%
3,999
-1,527
1022
$1.09M ﹤0.01%
7,503
-1,852
1023
$1.09M ﹤0.01%
27,968
1024
$1.09M ﹤0.01%
17,536
+6,739
1025
$1.09M ﹤0.01%
14,485
-3,318
39 40
41
42 43