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
– –
-48,891
1802
– –
-15,662
1803
– –
-12,857
1804
– –
-5,152
1805
– –
-19,768
1806
– –
-3,035
1807
– –
-10,098
1808
– –
-3,405
1809
– –
-9,984
1810
– –
-12,078
1811
– –
-4,879
1812
– –
-18,261
1813
– –
-12,163
1814
– –
-1,809
1815
– –
-17,263
1816
– –
-13,322
1817
– –
-14,630
1818
– –
-7,558
1819
– –
-4,455
1820
– –
-8,400
1821
– –
-11,967
1822
– –
-4,927
1823
– –
-10,661
1824
– –
-1,774
1825
– –
-11,414
71 72
73
74 75