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
1301
$482K ﹤0.01%
11,005
-4,316
1302
$480K ﹤0.01%
443
-351
1303
$479K ﹤0.01%
7,111
-2,218
1304
$479K ﹤0.01%
+11,308
1305
$474K ﹤0.01%
11,017
-1,728
1306
$473K ﹤0.01%
7,024
+180
1307
$473K ﹤0.01%
106,843
+14,843
1308
$471K ﹤0.01%
22,540
+480
1309
$465K ﹤0.01%
5,734
+2,566
1310
$462K ﹤0.01%
9,560
-8,175
1311
$461K ﹤0.01%
16,345
+8,437
1312
$460K ﹤0.01%
3,387
-3,220
1313
$458K ﹤0.01%
+15,391
1314
$457K ﹤0.01%
11,378
-886
1315
$457K ﹤0.01%
+46,635
1316
$454K ﹤0.01%
2,453
-2,660
1317
$454K ﹤0.01%
30,575
-500
1318
$453K ﹤0.01%
6,579
-2,079
1319
$451K ﹤0.01%
29,860
+222
1320
$450K ﹤0.01%
14,863
-2,675
1321
$450K ﹤0.01%
5,079
-571
1322
$449K ﹤0.01%
6,641
-653
1323
$449K ﹤0.01%
6,046
-9,578
1324
$447K ﹤0.01%
9,387
-2
1325
$447K ﹤0.01%
17,620
+17
51 52
53
54 55