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
1851
– –
-6,875
1852
– –
-7,642
1853
– –
-8,220
1854
– –
-27,204
1855
– –
-5,401
1856
– –
-12,420
1857
– –
-2,125
1858
– –
-5,150
1859
– –
-47,532
1860
– –
-8,259
1861
– –
-12,620
1862
– –
-9,293
1863
– –
-12,626
1864
– –
-16,621
1865
– –
-5,595
1866
– –
-9,659
1867
– –
-10,232
1868
– –
-10,258
1869
– –
-15,581
1870
– –
-7,891
1871
– –
-25,971
1872
– –
-54,825
1873
– –
-14,000
1874
– –
-2,938
1875
– –
-32,099
72 73 74
75
76