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
1451
$314K ﹤0.01%
10,397
-355
1452
$313K ﹤0.01%
7,329
-1,300
1453
$313K ﹤0.01%
7,129
-3,205
1454
$310K ﹤0.01%
6,307
+1,382
1455
$310K ﹤0.01%
+5,036
1456
$310K ﹤0.01%
920
-1,275
1457
$309K ﹤0.01%
24,107
-359
1458
$307K ﹤0.01%
12,816
+1,716
1459
$306K ﹤0.01%
+2,739
1460
$306K ﹤0.01%
6,506
1461
$306K ﹤0.01%
9,999
-13,154
1462
$306K ﹤0.01%
7,424
+450
1463
$304K ﹤0.01%
6,826
+195
1464
$304K ﹤0.01%
4,436
+21
1465
$303K ﹤0.01%
3,981
1466
$303K ﹤0.01%
+4,708
1467
$300K ﹤0.01%
6,772
-125
1468
$299K ﹤0.01%
10,400
1469
$298K ﹤0.01%
3,509
-44
1470
$297K ﹤0.01%
13,147
-63,157
1471
$297K ﹤0.01%
+1,398
1472
$296K ﹤0.01%
3,930
+1,542
1473
$294K ﹤0.01%
6,507
+900
1474
$294K ﹤0.01%
11,984
1475
$293K ﹤0.01%
2,673
57 58
59
60 61