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
1501
$269K ﹤0.01%
21,966
+52
1502
$269K ﹤0.01%
3,724
-1,767
1503
$268K ﹤0.01%
3,638
+411
1504
$266K ﹤0.01%
7,020
-101
1505
$266K ﹤0.01%
4,600
-1,095
1506
$263K ﹤0.01%
3,200
-403
1507
$261K ﹤0.01%
2,040
+488
1508
$261K ﹤0.01%
+9,162
1509
$260K ﹤0.01%
+4,168
1510
$260K ﹤0.01%
8,350
-200
1511
$259K ﹤0.01%
3,288
+581
1512
$257K ﹤0.01%
26,897
-28,350
1513
$256K ﹤0.01%
11,000
1514
$256K ﹤0.01%
3,639
+121
1515
$256K ﹤0.01%
18,129
+3,228
1516
$256K ﹤0.01%
9,500
-1
1517
$255K ﹤0.01%
3,285
-2,801
1518
$255K ﹤0.01%
4,247
-7
1519
$255K ﹤0.01%
+10,347
1520
$254K ﹤0.01%
77,281
+12,818
1521
$254K ﹤0.01%
26,268
+7,268
1522
$253K ﹤0.01%
4,801
-4
1523
$252K ﹤0.01%
21,065
+5,660
1524
$251K ﹤0.01%
65,691
1525
$250K ﹤0.01%
+9,321
59 60
61
62 63