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
1326
$446K ﹤0.01%
+3,891
1327
$443K ﹤0.01%
4,478
-11,831
1328
$441K ﹤0.01%
51,773
-57,232
1329
$440K ﹤0.01%
21,557
1330
$438K ﹤0.01%
7,597
-5,617
1331
$438K ﹤0.01%
38,893
-103,459
1332
$438K ﹤0.01%
11,288
+2,420
1333
$436K ﹤0.01%
15,350
1334
$436K ﹤0.01%
+4,379
1335
$435K ﹤0.01%
22,599
-20,713
1336
$434K ﹤0.01%
7,665
-4,210
1337
$432K ﹤0.01%
10,649
1338
$430K ﹤0.01%
12,927
+3,591
1339
$430K ﹤0.01%
15,095
-100
1340
$430K ﹤0.01%
7,125
+189
1341
$429K ﹤0.01%
25,282
+14,230
1342
$429K ﹤0.01%
46,983
-76,911
1343
$429K ﹤0.01%
9,772
-3,923
1344
$425K ﹤0.01%
12,950
+560
1345
$423K ﹤0.01%
+8,498
1346
$423K ﹤0.01%
9,857
-3,464
1347
$422K ﹤0.01%
+45,024
1348
$422K ﹤0.01%
10,876
+656
1349
$421K ﹤0.01%
9,878
-257
1350
$420K ﹤0.01%
3,925
52 53
54
55 56