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
176
$48.7M 0.14%
650,652
-1,729,468
177
$48.1M 0.14%
665,322
+14,236
178
$47.5M 0.14%
671,628
+8,285
179
$47M 0.14%
1,644,943
+235,707
180
$46.7M 0.14%
664,673
+32,621
181
$46.7M 0.14%
693,227
+128,634
182
$45.9M 0.14%
110,436
+1,789
183
$44.3M 0.13%
216,140
-841
184
$44.1M 0.13%
131,951
-5,017
185
$44M 0.13%
411,881
+2,601
186
$43.3M 0.13%
320,185
-9,173
187
$42.9M 0.13%
720,979
-20,949
188
$42.5M 0.13%
572,411
-648,256
189
$42.2M 0.12%
403,427
+19,559
190
$41.8M 0.12%
638,350
+72,322
191
$41.7M 0.12%
628,025
-71,109
192
$41M 0.12%
319,114
+18,115
193
$40.7M 0.12%
520,366
-19,544
194
$40.3M 0.12%
550,803
-4,100
195
$39.9M 0.12%
1,123,195
+49,215
196
$39.6M 0.12%
492,313
+21,467
197
$39.5M 0.12%
264,609
+11,256
198
$39.4M 0.12%
183,583
+20,542
199
$39M 0.11%
389,264
+7,801
200
$38.9M 0.11%
639,475
-3,137
6 7
8
9 10