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
1176
$691K ﹤0.01%
326,039
-10
1177
$689K ﹤0.01%
17,332
-578
1178
$687K ﹤0.01%
49,032
1179
$686K ﹤0.01%
19,316
+6,498
1180
$680K ﹤0.01%
9,709
+2,382
1181
$671K ﹤0.01%
5,505
+1,554
1182
$668K ﹤0.01%
8,570
+962
1183
$667K ﹤0.01%
9,865
-5,702
1184
$667K ﹤0.01%
19,415
-10,978
1185
$666K ﹤0.01%
17,025
1186
$665K ﹤0.01%
19,584
+2
1187
$665K ﹤0.01%
27,962
-125
1188
$665K ﹤0.01%
42,626
+13,653
1189
$664K ﹤0.01%
4,366
+275
1190
$661K ﹤0.01%
26,513
-1,176,131
1191
$660K ﹤0.01%
9,187
1192
$659K ﹤0.01%
61,723
+10,391
1193
$658K ﹤0.01%
26,563
+200
1194
$655K ﹤0.01%
13,268
-2,183
1195
$655K ﹤0.01%
99,701
+5,431
1196
$654K ﹤0.01%
21,483
-452
1197
$652K ﹤0.01%
80,720
-26,724
1198
$651K ﹤0.01%
26,123
-18,884
1199
$650K ﹤0.01%
10,063
+243
1200
$649K ﹤0.01%
25,184
+1,063
46 47
48
49 50