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
126
$65.9M 0.19%
643,528
+13,424
127
$65.7M 0.19%
189,200
+7,746
128
$65.1M 0.19%
481,568
+26,866
129
$64.7M 0.19%
5,329,670
-1,126,880
130
$64.6M 0.19%
195,868
-47,667
131
$64.4M 0.19%
431,311
+22,440
132
$63.7M 0.19%
789,109
+9,068
133
$63.2M 0.19%
1,092,874
+4,204
134
$62.4M 0.18%
403,568
-12,570
135
$61.7M 0.18%
552,393
-15,255
136
$61.6M 0.18%
146,057
+5,856
137
$61.2M 0.18%
200,422
-265
138
$61M 0.18%
285,090
-3,820
139
$60.8M 0.18%
292,416
+10,235
140
$59.5M 0.18%
214,560
-4,040
141
$58.6M 0.17%
1,049,870
+3,896
142
$58.2M 0.17%
2,259,371
-407,575
143
$58M 0.17%
159,572
+2,911
144
$57.9M 0.17%
1,339,471
+48,972
145
$57.2M 0.17%
688,540
+334
146
$57.2M 0.17%
1,330,828
+254,401
147
$55.8M 0.16%
275,434
-6,121
148
$55.3M 0.16%
331,494
-15,341
149
$55M 0.16%
355,659
+3,730
150
$54.9M 0.16%
681,840
+39,027
4 5
6
7 8