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
1101
$851K ﹤0.01%
785
+305
1102
$850K ﹤0.01%
55,221
+26,839
1103
$843K ﹤0.01%
85,900
+75,900
1104
$841K ﹤0.01%
77,088
+1,848
1105
$832K ﹤0.01%
105,294
1106
$829K ﹤0.01%
10,938
+399
1107
$829K ﹤0.01%
40,437
+6,158
1108
$828K ﹤0.01%
6,264
-496
1109
$825K ﹤0.01%
12,323
-3
1110
$823K ﹤0.01%
67,983
+406
1111
$823K ﹤0.01%
80,062
+412
1112
$814K ﹤0.01%
27,798
-2,126
1113
$811K ﹤0.01%
15,690
-1,282
1114
$810K ﹤0.01%
9,149
+1,451
1115
$808K ﹤0.01%
11,263
+2,117
1116
$804K ﹤0.01%
9,546
+872
1117
$800K ﹤0.01%
17,370
-786
1118
$798K ﹤0.01%
11,801
+116
1119
$794K ﹤0.01%
68,561
-1,763
1120
$790K ﹤0.01%
24,282
+362
1121
$789K ﹤0.01%
4,604
+261
1122
$787K ﹤0.01%
30,841
1123
$785K ﹤0.01%
14,580
+296
1124
$785K ﹤0.01%
27,863
-1,746
1125
$784K ﹤0.01%
11,575
+7,505
43 44
45
46 47