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
1026
$1.08M ﹤0.01%
9,822
+792
1027
$1.08M ﹤0.01%
51,386
+2,868
1028
$1.07M ﹤0.01%
+10,115
1029
$1.07M ﹤0.01%
36,927
1030
$1.07M ﹤0.01%
79,603
+2,638
1031
$1.07M ﹤0.01%
31,851
+417
1032
$1.07M ﹤0.01%
32,115
-2,931
1033
$1.07M ﹤0.01%
15,428
-18,842
1034
$1.06M ﹤0.01%
192,326
+4,256
1035
$1.06M ﹤0.01%
5,098
-1,610
1036
$1.06M ﹤0.01%
89,413
-37,844
1037
$1.06M ﹤0.01%
27,839
+412
1038
$1.05M ﹤0.01%
36,849
+8,884
1039
$1.04M ﹤0.01%
20,414
-12
1040
$1.04M ﹤0.01%
44,402
+1,894
1041
$1.04M ﹤0.01%
25,959
-1,102
1042
$1.04M ﹤0.01%
18,925
+496
1043
$1.04M ﹤0.01%
43,436
-5,298
1044
$1.04M ﹤0.01%
54,459
+1,208
1045
$1.04M ﹤0.01%
14,626
-3,906
1046
$1.03M ﹤0.01%
55,590
+1,359
1047
$1.03M ﹤0.01%
129,971
+17,011
1048
$1.03M ﹤0.01%
4,696
+115
1049
$1.02M ﹤0.01%
20,297
1050
$1.02M ﹤0.01%
31,804
-4,191
40 41
42
43 44