Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$95.1M
2
+$87.8M
3
+$57M
4
WSO icon
Watsco Inc
WSO
+$51.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$45.7M

Top Sells

1
+$132M
2
+$118M
3
+$85.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$71.3M
5
BND icon
Vanguard Total Bond Market
BND
+$56M

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
1576
$218K ﹤0.01%
6,482
1577
$217K ﹤0.01%
+5,091
1578
$217K ﹤0.01%
5,458
-1
1579
$217K ﹤0.01%
+1,345
1580
$216K ﹤0.01%
1,320
1581
$215K ﹤0.01%
+1,971
1582
$214K ﹤0.01%
10,634
-35,631
1583
$214K ﹤0.01%
26,446
+3,000
1584
$214K ﹤0.01%
+8,712
1585
$213K ﹤0.01%
1,840
-5,600
1586
$213K ﹤0.01%
2,100
-242,933
1587
$213K ﹤0.01%
+7,690
1588
$213K ﹤0.01%
9,214
1589
$213K ﹤0.01%
6,422
-10,506
1590
$212K ﹤0.01%
22,502
+2
1591
$211K ﹤0.01%
19,010
-1,114
1592
$211K ﹤0.01%
+2,523
1593
$211K ﹤0.01%
+11,285
1594
$210K ﹤0.01%
8,125
+1
1595
$209K ﹤0.01%
12,643
-26,224
1596
$209K ﹤0.01%
+7,200
1597
$207K ﹤0.01%
11,801
1598
$207K ﹤0.01%
1,202
-189
1599
$206K ﹤0.01%
+2,425
1600
$205K ﹤0.01%
+1,227
62 63
64
65 66