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
1701
– –
-6,365
1702
– –
-3,995
1703
– –
-5,935
1704
– –
-20,461
1705
– –
-53,277
1706
– –
-4,260
1707
– –
-11,841
1708
– –
-9,984
1709
– –
-12,078
1710
– –
-17,263
1711
– –
-13,322
1712
– –
-14,630
1713
– –
-7,558
1714
– –
-4,455
1715
– –
-8,400
1716
– –
-11,967
1717
– –
-4,927
1718
– –
-10,661
1719
– –
-7,841
1720
– –
-23,586
1721
– –
-15,252
1722
– –
-9,416
1723
– –
-3,902
1724
– –
-416,318
1725
– –
-5,000
67 68
69
70 71