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
101
$77M 0.23%
619,432
+26,713
102
$76.3M 0.22%
418,743
+17,699
103
$76.2M 0.22%
233,890
+53,481
104
$76.1M 0.22%
1,759,182
-221,658
105
$75.9M 0.22%
527,433
+21,588
106
$75.8M 0.22%
403,790
+133,619
107
$75.5M 0.22%
1,959,331
-23,347
108
$75.2M 0.22%
2,827,168
+295,480
109
$75.1M 0.22%
1,341,286
-125,954
110
$74.5M 0.22%
405,555
+12,422
111
$74.2M 0.22%
1,043,760
-25
112
$74M 0.22%
287,532
+189,668
113
$73.9M 0.22%
409,295
+5,086
114
$71.1M 0.21%
876,256
+32,324
115
$71.1M 0.21%
379,852
+123,776
116
$70.9M 0.21%
219,377
-10,601
117
$70.1M 0.21%
305,713
+11,460
118
$69M 0.2%
477,545
+6,769
119
$68.1M 0.2%
459,523
-667
120
$67.6M 0.2%
361,089
+10,879
121
$67M 0.2%
356,303
+11,655
122
$66.4M 0.2%
425,687
+18,393
123
$66.4M 0.2%
248,365
+6,177
124
$66.3M 0.2%
717,362
-11,800
125
$66M 0.19%
302,124
-73,495
3 4
5
6 7