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
1126
$781K ﹤0.01%
45,151
+1,657
1127
$780K ﹤0.01%
15,900
+172
1128
$779K ﹤0.01%
52,953
+7,755
1129
$777K ﹤0.01%
15,560
+11,546
1130
$773K ﹤0.01%
17,368
-7,135
1131
$769K ﹤0.01%
33,905
+717
1132
$767K ﹤0.01%
63,389
+13,518
1133
$767K ﹤0.01%
16,206
-1,328
1134
$766K ﹤0.01%
36,374
-4,773
1135
$765K ﹤0.01%
7,019
+373
1136
$764K ﹤0.01%
74,438
1137
$763K ﹤0.01%
20,868
-92
1138
$762K ﹤0.01%
61,529
-27,636
1139
$759K ﹤0.01%
+44,270
1140
$757K ﹤0.01%
20,612
-150
1141
$757K ﹤0.01%
9,666
-2,513
1142
$756K ﹤0.01%
60,329
1143
$749K ﹤0.01%
33,203
+16,530
1144
$745K ﹤0.01%
6,991
-186
1145
$745K ﹤0.01%
+75,670
1146
$744K ﹤0.01%
+75,670
1147
$743K ﹤0.01%
45,091
-454
1148
$743K ﹤0.01%
+74,830
1149
$741K ﹤0.01%
39,571
+31,474
1150
$731K ﹤0.01%
+73,451
44 45
46
47 48