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
– –
-13,288
1827
– –
-11,989
1828
– –
-16,775
1829
– –
-6,614
1830
– –
-15,002
1831
– –
-2,799
1832
– –
-2,488
1833
– –
-5,598
1834
– –
-3,845
1835
– –
-14,571
1836
– –
-6,439
1837
– –
-2,792
1838
– –
-1,220
1839
– –
-8,880
1840
– –
-5,911
1841
– –
-48,891
1842
– –
-15,662
1843
– –
-12,857
1844
– –
-5,152
1845
– –
-19,768
1846
– –
-3,035
1847
– –
-10,098
1848
– –
-3,405
1849
– –
-9,293
1850
– –
-12,626
72 73
74
75 76