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
1826
– –
-25,111
1827
– –
-17,771
1828
– –
-10,751
1829
– –
-123,440
1830
– –
-44,379
1831
– –
-5,683
1832
– –
-7,841
1833
– –
-23,586
1834
– –
-7,487
1835
– –
-4,194
1836
– –
-2,672
1837
– –
-13,958
1838
– –
-4,051
1839
– –
-5,679
1840
– –
-15,252
1841
– –
-9,416
1842
– –
-3,902
1843
– –
-416,318
1844
– –
-5,000
1845
– –
-1,840
1846
– –
-1,216
1847
– –
-381,893
1848
– –
-3,303
1849
– –
-3,996
1850
– –
-11,295
72 73
74
75 76