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
1151
$730K ﹤0.01%
+36,975
1152
$730K ﹤0.01%
28,983
+17,741
1153
$730K ﹤0.01%
16,836
-115
1154
$730K ﹤0.01%
64,722
+7,626
1155
$725K ﹤0.01%
6,278
+1,252
1156
$723K ﹤0.01%
84,568
+27,985
1157
$721K ﹤0.01%
15,968
-1,014
1158
$720K ﹤0.01%
2,531
-544
1159
$718K ﹤0.01%
+23,570
1160
$717K ﹤0.01%
32,908
+187
1161
$715K ﹤0.01%
16,669
+8,888
1162
$713K ﹤0.01%
8,847
-386
1163
$713K ﹤0.01%
1,325
+10
1164
$713K ﹤0.01%
9,482
1165
$712K ﹤0.01%
39,339
-1,604
1166
$706K ﹤0.01%
42,972
-4,717
1167
$705K ﹤0.01%
27,826
-3,219
1168
$705K ﹤0.01%
30,358
+2,968
1169
$704K ﹤0.01%
68,004
+2,407
1170
$702K ﹤0.01%
12,608
+515
1171
$701K ﹤0.01%
16,794
-184
1172
$696K ﹤0.01%
36,440
-3,108
1173
$696K ﹤0.01%
24,406
+325
1174
$695K ﹤0.01%
+15,362
1175
$692K ﹤0.01%
6,507
45 46
47
48 49