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
1626
$178K ﹤0.01%
+10,654
1627
$178K ﹤0.01%
10,150
+388
1628
$175K ﹤0.01%
+12,314
1629
$170K ﹤0.01%
12,854
+2,824
1630
$168K ﹤0.01%
30,548
1631
$165K ﹤0.01%
+70,804
1632
$161K ﹤0.01%
21,690
1633
$156K ﹤0.01%
12,500
+4,955
1634
$156K ﹤0.01%
43,450
1635
$155K ﹤0.01%
32,017
-12,250
1636
$155K ﹤0.01%
+17,485
1637
$154K ﹤0.01%
+14,287
1638
$153K ﹤0.01%
22,061
1639
$152K ﹤0.01%
15,019
-30,514
1640
$152K ﹤0.01%
13,012
1641
$151K ﹤0.01%
+14,000
1642
$150K ﹤0.01%
11,354
-16,343
1643
$150K ﹤0.01%
25,931
-55,916
1644
$149K ﹤0.01%
16,227
-1,066
1645
$142K ﹤0.01%
36,163
-2,290
1646
$140K ﹤0.01%
16,270
-134
1647
$136K ﹤0.01%
+11,702
1648
$135K ﹤0.01%
19,150
-1,500
1649
$133K ﹤0.01%
10,872
+374
1650
$131K ﹤0.01%
13,723
-153,266
64 65
66
67 68