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
1276
$513K ﹤0.01%
5,721
+432
1277
$513K ﹤0.01%
45,585
+16,329
1278
$507K ﹤0.01%
1,941
-168
1279
$507K ﹤0.01%
16,062
+5,697
1280
$504K ﹤0.01%
34,853
+2,027
1281
$503K ﹤0.01%
100,172
+14,533
1282
$502K ﹤0.01%
6,386
+125
1283
$501K ﹤0.01%
+60,262
1284
$499K ﹤0.01%
50,000
-25,400
1285
$498K ﹤0.01%
5,364
+793
1286
$496K ﹤0.01%
39,705
-199
1287
$496K ﹤0.01%
5,010
+1,415
1288
$496K ﹤0.01%
30,871
+1,737
1289
$496K ﹤0.01%
74,937
+4,461
1290
$495K ﹤0.01%
20,087
-1,100
1291
$494K ﹤0.01%
36,305
+100
1292
$492K ﹤0.01%
13,115
-7,088
1293
$489K ﹤0.01%
2,845
+202
1294
$488K ﹤0.01%
83,359
+236
1295
$488K ﹤0.01%
9,638
+5,063
1296
$487K ﹤0.01%
+66,932
1297
$486K ﹤0.01%
8,618
+514
1298
$484K ﹤0.01%
14,330
+345
1299
$482K ﹤0.01%
10,414
-573
1300
$482K ﹤0.01%
12,916
-55,895
50 51
52
53 54