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
1401
$356K ﹤0.01%
26,192
+537
1402
$356K ﹤0.01%
4,447
-615
1403
$355K ﹤0.01%
7,795
-2,730
1404
$355K ﹤0.01%
13,038
+200
1405
$351K ﹤0.01%
8,873
-657
1406
$350K ﹤0.01%
9,482
1407
$348K ﹤0.01%
14,237
-246
1408
$348K ﹤0.01%
29,963
-6,981
1409
$345K ﹤0.01%
21,701
-649
1410
$344K ﹤0.01%
+4,328
1411
$342K ﹤0.01%
47,830
1412
$341K ﹤0.01%
4,555
-2,314
1413
$340K ﹤0.01%
+399
1414
$339K ﹤0.01%
2,409
-1,994
1415
$339K ﹤0.01%
6,940
+2,194
1416
$338K ﹤0.01%
44,724
-1,051
1417
$337K ﹤0.01%
13,672
-262
1418
$336K ﹤0.01%
+7,709
1419
$336K ﹤0.01%
13,923
-133
1420
$335K ﹤0.01%
+55,017
1421
$335K ﹤0.01%
8,039
-6
1422
$334K ﹤0.01%
28,777
-855
1423
$333K ﹤0.01%
25,698
+2,504
1424
$332K ﹤0.01%
2,300
+890
1425
$331K ﹤0.01%
2,328
-50
55 56
57
58 59