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
1201
$648K ﹤0.01%
+105,270
1202
$647K ﹤0.01%
16,470
-37,713
1203
$646K ﹤0.01%
6,272
-2,292
1204
$643K ﹤0.01%
25,020
-1,415
1205
$641K ﹤0.01%
+56,861
1206
$638K ﹤0.01%
+34,108
1207
$637K ﹤0.01%
7,561
-9,112
1208
$634K ﹤0.01%
+29,644
1209
$630K ﹤0.01%
+30,850
1210
$626K ﹤0.01%
8,805
+45
1211
$626K ﹤0.01%
17,959
-243
1212
$626K ﹤0.01%
+14,424
1213
$624K ﹤0.01%
8,914
+207
1214
$622K ﹤0.01%
15,430
+3,468
1215
$622K ﹤0.01%
27,519
-9,036
1216
$621K ﹤0.01%
57,184
+18,063
1217
$619K ﹤0.01%
76,189
-88,112
1218
$618K ﹤0.01%
3,926
-1,746
1219
$616K ﹤0.01%
17,758
-351
1220
$614K ﹤0.01%
10,399
+399
1221
$611K ﹤0.01%
+4,976
1222
$611K ﹤0.01%
+26,121
1223
$611K ﹤0.01%
33,043
+20,892
1224
$611K ﹤0.01%
1,897
+130
1225
$610K ﹤0.01%
25,451
47 48
49
50 51