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
1851
– –
-2,970
1852
– –
-8,255
1853
– –
-8,523
1854
– –
-13,288
1855
– –
-11,989
1856
– –
-15,971
1857
– –
-169,100
1858
– –
-6,099
1859
– –
-20,994
1860
– –
-16,775
1861
– –
-6,614
1862
– –
-15,002
1863
– –
-17,438
1864
– –
-9,187
1865
– –
-1,343
1866
– –
-33,338
1867
– –
-6,365
1868
– –
-14,960
1869
– –
-8,726
1870
– –
-8,572
1871
– –
-18,568
1872
– –
-3,995
1873
– –
-5,935
1874
– –
-20,461
1875
– –
-53,277
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