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
1051
$1.01M ﹤0.01%
17,813
+513
1052
$1.01M ﹤0.01%
17,965
-6,845
1053
$1.01M ﹤0.01%
61,194
+2,518
1054
$1.01M ﹤0.01%
162,228
+61
1055
$1M ﹤0.01%
1,914
+689
1056
$1M ﹤0.01%
20,687
+100
1057
$981K ﹤0.01%
32,352
+1,053
1058
$981K ﹤0.01%
25,361
-325
1059
$979K ﹤0.01%
6,314
-219
1060
$973K ﹤0.01%
20,331
-8,178
1061
$964K ﹤0.01%
22,054
+12,684
1062
$964K ﹤0.01%
38,180
1063
$962K ﹤0.01%
2,305
+126
1064
$961K ﹤0.01%
32,314
+2,308
1065
$957K ﹤0.01%
23,953
-15,222
1066
$950K ﹤0.01%
44,048
+35,220
1067
$950K ﹤0.01%
11,104
-6,237
1068
$946K ﹤0.01%
49,662
-36,316
1069
$944K ﹤0.01%
13,809
+601
1070
$944K ﹤0.01%
15,856
+2,219
1071
$942K ﹤0.01%
26,414
-262
1072
$942K ﹤0.01%
52,931
+5,935
1073
$940K ﹤0.01%
96,666
+43,736
1074
$939K ﹤0.01%
22,267
-980
1075
$938K ﹤0.01%
33,406
-16,800
41 42
43
44 45