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
1476
$293K ﹤0.01%
6,006
-32,339
1477
$293K ﹤0.01%
11,340
-30,262
1478
$293K ﹤0.01%
2,248
-335
1479
$291K ﹤0.01%
+5,211
1480
$290K ﹤0.01%
14,497
+4,596
1481
$290K ﹤0.01%
2,742
-2,088
1482
$286K ﹤0.01%
+5,406
1483
$286K ﹤0.01%
3,795
1484
$285K ﹤0.01%
+6,432
1485
$284K ﹤0.01%
+18,788
1486
$282K ﹤0.01%
17,500
1487
$282K ﹤0.01%
9,905
-9,938
1488
$282K ﹤0.01%
1,602
-535
1489
$279K ﹤0.01%
32,418
-43,242
1490
$279K ﹤0.01%
13,170
-520
1491
$278K ﹤0.01%
+3,686
1492
$276K ﹤0.01%
19,106
-2,171
1493
$275K ﹤0.01%
12,775
+68
1494
$275K ﹤0.01%
+4,574
1495
$272K ﹤0.01%
+10,188
1496
$271K ﹤0.01%
2,932
+425
1497
$271K ﹤0.01%
9,416
+16
1498
$270K ﹤0.01%
15,841
-2,876
1499
$270K ﹤0.01%
30,473
+11,985
1500
$270K ﹤0.01%
+10,248
58 59
60
61 62