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
1876
– –
-5,119
1877
– –
-18,514
1878
– –
-4,109
1879
– –
-16,548
1880
– –
-8,299
1881
– –
-13,693
1882
– –
-10,000
1883
– –
-14,692
1884
– –
-11,714
1885
– –
-2,282
1886
– –
-5,543
1887
– –
-14,189
1888
– –
-3,895
1889
– –
-79,339
72 73 74 75
76