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
1801
– –
-17,771
1802
– –
-10,751
1803
– –
-123,440
1804
– –
-44,379
1805
– –
-5,683
1806
– –
-7,487
1807
– –
-4,194
1808
– –
-9,732
1809
– –
-2,672
1810
– –
-10,373
1811
– –
-17,394
1812
– –
-13,958
1813
– –
-4,051
1814
– –
-5,679
1815
– –
-73,812
1816
– –
-5,543
1817
– –
-8,242
1818
– –
-9,843
1819
– –
-2,847
1820
– –
-7,707
1821
– –
-4,290
1822
– –
-14,005
1823
– –
-2,970
1824
– –
-8,255
1825
– –
-8,523
71 72
73
74 75