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
1226
$601K ﹤0.01%
21,648
+13,261
1227
$594K ﹤0.01%
19,457
-1,018
1228
$594K ﹤0.01%
44,072
-609
1229
$593K ﹤0.01%
61,261
+24,698
1230
$591K ﹤0.01%
4,479
-98
1231
$589K ﹤0.01%
47,406
+843
1232
$586K ﹤0.01%
19,784
-2,964
1233
$585K ﹤0.01%
9,033
-977
1234
$583K ﹤0.01%
11,000
1235
$582K ﹤0.01%
7,910
+197
1236
$580K ﹤0.01%
5,308
+697
1237
$579K ﹤0.01%
6,531
1238
$579K ﹤0.01%
71,325
+1,135
1239
$578K ﹤0.01%
19,764
+250
1240
$572K ﹤0.01%
26,323
-120
1241
$569K ﹤0.01%
19,682
1242
$567K ﹤0.01%
2,103
+165
1243
$564K ﹤0.01%
12,855
1244
$559K ﹤0.01%
6,039
-3,516
1245
$557K ﹤0.01%
21,478
1246
$554K ﹤0.01%
19,160
+70
1247
$554K ﹤0.01%
15,882
+82
1248
$553K ﹤0.01%
90,892
-64,823
1249
$552K ﹤0.01%
15,456
+3,267
1250
$552K ﹤0.01%
970
-361
48 49
50
51 52