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
1801
– –
-8,242
1802
– –
-9,843
1803
– –
-59,189
1804
– –
-17,162
1805
– –
-136,841
1806
– –
-17,875
1807
– –
-87,248
1808
– –
-8,192
1809
– –
-15,144
1810
– –
-92,262
1811
– –
-8,448
1812
– –
-8,360
1813
– –
-8,218
1814
– –
-5,407
1815
– –
-9,079
1816
– –
-10,454
1817
– –
-62,154
1818
– –
-11,536
1819
– –
-2,847
1820
– –
-7,707
1821
– –
-1,796
1822
– –
-16,399
1823
– –
-19,122
1824
– –
-4,290
1825
– –
-14,005
71 72
73
74 75