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
1251
$551K ﹤0.01%
3,941
+77
1252
$550K ﹤0.01%
17,662
+688
1253
$550K ﹤0.01%
21,220
1254
$549K ﹤0.01%
4,759
+1,651
1255
$548K ﹤0.01%
26,389
-316
1256
$547K ﹤0.01%
5,325
-336,834
1257
$545K ﹤0.01%
18,701
-763
1258
$545K ﹤0.01%
5,241
+720
1259
$544K ﹤0.01%
19,612
1260
$541K ﹤0.01%
5,927
-2,133
1261
$539K ﹤0.01%
10,754
-1,925
1262
$537K ﹤0.01%
22,991
+3,049
1263
$536K ﹤0.01%
10,024
-3,290
1264
$532K ﹤0.01%
54,378
+37,417
1265
$529K ﹤0.01%
30,004
+268
1266
$529K ﹤0.01%
12,653
-1,026
1267
$526K ﹤0.01%
20,924
+463
1268
$526K ﹤0.01%
76,058
-8,600
1269
$526K ﹤0.01%
25,498
-22,044
1270
$525K ﹤0.01%
17,675
1271
$523K ﹤0.01%
8,526
+1,013
1272
$521K ﹤0.01%
47,527
+5,696
1273
$521K ﹤0.01%
23,020
1274
$517K ﹤0.01%
2,567
+1,433
1275
$516K ﹤0.01%
2,195
-322
49 50
51
52 53