Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$95.1M
2
+$87.8M
3
+$57M
4
WSO icon
Watsco Inc
WSO
+$51.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$45.7M

Top Sells

1
+$132M
2
+$118M
3
+$85.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$71.3M
5
BND icon
Vanguard Total Bond Market
BND
+$56M

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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-23,586
1727
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-4,194
1728
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-9,732
1729
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-2,672
1730
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1731
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-17,394
1732
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-4,051
1733
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-28,983
1734
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-14,698
1735
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-7,642
1736
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-8,220
1737
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-27,204
1738
– –
-5,401
1739
– –
-12,420
1740
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-73,812
1741
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-6,179
1742
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-6,915
1743
– –
-14,856
1744
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-28,361
1745
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-17,665
1746
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-12,609
1747
– –
-8,928
1748
– –
-14,781
1749
– –
-11,888
1750
– –
-48,000
68 69
70
71 72