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
1551
$234K ﹤0.01%
+6,003
1552
$231K ﹤0.01%
11,518
+62
1553
$231K ﹤0.01%
4,634
-953
1554
$230K ﹤0.01%
13,941
+230
1555
$229K ﹤0.01%
3,612
-165
1556
$229K ﹤0.01%
3,126
1557
$229K ﹤0.01%
1,414
+46
1558
$228K ﹤0.01%
3,762
1559
$227K ﹤0.01%
4,600
1560
$227K ﹤0.01%
+13,620
1561
$225K ﹤0.01%
2,895
-4,574
1562
$224K ﹤0.01%
10,295
-65
1563
$223K ﹤0.01%
+1,004
1564
$223K ﹤0.01%
32,191
+585
1565
$223K ﹤0.01%
16,762
-70
1566
$222K ﹤0.01%
+4,333
1567
$221K ﹤0.01%
29,010
1568
$221K ﹤0.01%
+18,143
1569
$221K ﹤0.01%
3,235
-11,874
1570
$221K ﹤0.01%
3,143
-2,692
1571
$221K ﹤0.01%
+8,694
1572
$221K ﹤0.01%
37,778
+6,118
1573
$220K ﹤0.01%
14,144
1574
$219K ﹤0.01%
4,510
-610
1575
$218K ﹤0.01%
3,754
-569
61 62
63
64 65