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
1376
$379K ﹤0.01%
10,060
-2,568
1377
$379K ﹤0.01%
9,169
+912
1378
$378K ﹤0.01%
25,465
+530
1379
$378K ﹤0.01%
+4,971
1380
$378K ﹤0.01%
10,047
+2,124
1381
$376K ﹤0.01%
20,458
-960
1382
$376K ﹤0.01%
8,201
+96
1383
$375K ﹤0.01%
+20,076
1384
$375K ﹤0.01%
5,571
1385
$374K ﹤0.01%
+10,944
1386
$374K ﹤0.01%
+19,183
1387
$374K ﹤0.01%
4,264
-2,914
1388
$374K ﹤0.01%
11,610
-1,388
1389
$374K ﹤0.01%
10,444
-23,691
1390
$374K ﹤0.01%
3,381
-985
1391
$374K ﹤0.01%
+8,675
1392
$372K ﹤0.01%
2,634
-5
1393
$372K ﹤0.01%
26,813
+9,885
1394
$368K ﹤0.01%
9,602
-819
1395
$364K ﹤0.01%
4,679
-5,823
1396
$363K ﹤0.01%
14,936
+5,427
1397
$363K ﹤0.01%
4,480
+552
1398
$363K ﹤0.01%
+41,102
1399
$363K ﹤0.01%
6,596
-15,162
1400
$360K ﹤0.01%
7,734
+329
54 55
56
57 58