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
1076
$938K ﹤0.01%
75,812
+6,163
1077
$937K ﹤0.01%
7,977
+420
1078
$932K ﹤0.01%
9,099
-24,940
1079
$929K ﹤0.01%
98,294
1080
$926K ﹤0.01%
15,321
+3,244
1081
$926K ﹤0.01%
30,928
+601
1082
$922K ﹤0.01%
+122,141
1083
$920K ﹤0.01%
29,796
+2,721
1084
$917K ﹤0.01%
9,255
+145
1085
$917K ﹤0.01%
517,811
-15,759
1086
$916K ﹤0.01%
97,896
-567
1087
$914K ﹤0.01%
28,269
+28
1088
$911K ﹤0.01%
24,629
+14,038
1089
$910K ﹤0.01%
31,909
-1,028
1090
$909K ﹤0.01%
107,814
+2,122
1091
$905K ﹤0.01%
99,028
+39,734
1092
$904K ﹤0.01%
112,865
+7,153
1093
$903K ﹤0.01%
12,516
-3,544
1094
$902K ﹤0.01%
15,105
1095
$897K ﹤0.01%
4,022
-37
1096
$885K ﹤0.01%
+40,455
1097
$876K ﹤0.01%
96,208
+1,244
1098
$870K ﹤0.01%
109,261
+2,217
1099
$860K ﹤0.01%
+28,467
1100
$851K ﹤0.01%
33,639
-15,380
42 43
44
45 46