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
151
$54.9M 0.16%
213,288
-3,796
152
$54.2M 0.16%
1,087,696
+28,880
153
$53.2M 0.16%
382,150
+8,044
154
$53.1M 0.16%
774,810
+26,762
155
$53.1M 0.16%
137,394
-163
156
$53.1M 0.16%
331,201
+28
157
$53M 0.16%
796,122
-15,967
158
$52.6M 0.16%
1,669,626
-43,790
159
$52.4M 0.15%
2,356,601
+2,322,157
160
$52.1M 0.15%
263,857
+3,221
161
$52M 0.15%
378,062
+92,594
162
$51.9M 0.15%
437,143
-19,938
163
$51.5M 0.15%
543,102
-235
164
$51.1M 0.15%
852,147
+34,548
165
$51M 0.15%
548,470
-13,689
166
$50.5M 0.15%
277,639
-53,001
167
$50.5M 0.15%
1,670,130
+70,926
168
$50.1M 0.15%
1,126,851
+31,195
169
$49.7M 0.15%
214,840
+6,774
170
$49.6M 0.15%
842,330
+158,560
171
$49.5M 0.15%
371,373
-7,999
172
$49.2M 0.14%
237,441
+9,184
173
$49.2M 0.14%
998,998
+35,488
174
$49.1M 0.14%
386,070
+44,153
175
$49M 0.14%
220,946
+9,038
5 6
7
8 9