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
1726
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-1,840
1727
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-1,216
1728
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-381,893
1729
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-2,690
1730
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1731
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-3,996
1732
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-6,875
1733
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-7,642
1734
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-8,220
1735
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-27,204
1736
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-5,401
1737
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-12,420
1738
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-47,532
1739
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-8,259
1740
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-12,620
1741
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-6,179
1742
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-6,915
1743
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-14,856
1744
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-28,361
1745
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-17,665
1746
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-12,609
1747
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-8,928
1748
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-14,781
1749
– –
-11,888
1750
– –
-48,000
68 69
70
71 72