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
1351
$418K ﹤0.01%
11,699
+4,585
1352
$416K ﹤0.01%
70,090
1353
$414K ﹤0.01%
16,177
-4,180
1354
$409K ﹤0.01%
19,634
-169
1355
$403K ﹤0.01%
12,556
-12
1356
$400K ﹤0.01%
12,466
-2,143
1357
$400K ﹤0.01%
9,469
1358
$398K ﹤0.01%
24,854
+1,713
1359
$396K ﹤0.01%
13,605
-6,090
1360
$395K ﹤0.01%
7,815
-425
1361
$394K ﹤0.01%
11,974
-5,216
1362
$394K ﹤0.01%
900
-8
1363
$391K ﹤0.01%
13,733
+4,979
1364
$391K ﹤0.01%
17,952
-43,600
1365
$391K ﹤0.01%
49,439
-1,018
1366
$389K ﹤0.01%
7,615
-35
1367
$388K ﹤0.01%
8,821
-4,785
1368
$385K ﹤0.01%
6,265
-173
1369
$383K ﹤0.01%
9,172
+2,381
1370
$382K ﹤0.01%
4,676
-5,780
1371
$382K ﹤0.01%
22,415
-198
1372
$380K ﹤0.01%
4,878
-3,194
1373
$380K ﹤0.01%
8,067
-114
1374
$379K ﹤0.01%
6,993
1375
$379K ﹤0.01%
2,960
-1,713
53 54
55
56 57