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
1526
$249K ﹤0.01%
3,721
-100
1527
$248K ﹤0.01%
16,053
-3,575
1528
$247K ﹤0.01%
13,193
-822
1529
$246K ﹤0.01%
20,677
+2,000
1530
$246K ﹤0.01%
+9,267
1531
$246K ﹤0.01%
7,442
+339
1532
$246K ﹤0.01%
10,569
-2,159
1533
$246K ﹤0.01%
1,887
-2,229
1534
$245K ﹤0.01%
7,252
-98
1535
$244K ﹤0.01%
9,946
-255,503
1536
$243K ﹤0.01%
9,615
-359
1537
$242K ﹤0.01%
6,921
1538
$241K ﹤0.01%
2,988
-25
1539
$241K ﹤0.01%
+13,601
1540
$241K ﹤0.01%
+9,417
1541
$241K ﹤0.01%
+3,918
1542
$241K ﹤0.01%
6,006
1543
$239K ﹤0.01%
1,995
-149
1544
$239K ﹤0.01%
2,951
-456
1545
$239K ﹤0.01%
60
-3
1546
$238K ﹤0.01%
6,348
+98
1547
$238K ﹤0.01%
3,625
-12
1548
$237K ﹤0.01%
2,626
-842
1549
$236K ﹤0.01%
2,575
-669
1550
$234K ﹤0.01%
11,265
60 61
62
63 64