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
– –
-11,989
1727
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-15,971
1728
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-169,100
1729
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-6,099
1730
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-20,994
1731
– –
-16,775
1732
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-6,614
1733
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-15,002
1734
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-17,438
1735
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-9,187
1736
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-1,343
1737
– –
-33,338
1738
– –
-6,365
1739
– –
-6,179
1740
– –
-6,915
1741
– –
-14,856
1742
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-28,361
1743
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-17,665
1744
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-12,609
1745
– –
-8,928
1746
– –
-14,781
1747
– –
-11,888
1748
– –
-48,000
1749
– –
-114,490
1750
– –
-200,710
68 69
70
71 72