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
201
$38.3M 0.11%
1,310,136
+9,704
202
$38.2M 0.11%
423,146
+7,412
203
$37.9M 0.11%
1,468,034
-167,144
204
$37.9M 0.11%
253,979
+31,803
205
$36.8M 0.11%
+144,251
206
$35.7M 0.11%
471,321
+16,397
207
$35.7M 0.11%
132,416
-2,415
208
$35.6M 0.1%
599,684
+117,468
209
$35.5M 0.1%
345,611
-465,929
210
$34.6M 0.1%
221,406
+8,832
211
$34.3M 0.1%
952,036
-63,296
212
$34M 0.1%
162,322
-2,391
213
$33.9M 0.1%
1,167,586
+123,211
214
$33.8M 0.1%
190,850
-3,108
215
$33.7M 0.1%
279,383
-7,619
216
$33.4M 0.1%
232,215
-131,013
217
$33.4M 0.1%
346,240
-1,166,469
218
$32.6M 0.1%
741,629
+40,049
219
$32.5M 0.1%
404,917
+179,098
220
$32.4M 0.1%
448,552
-319
221
$31.9M 0.09%
1,086,870
+6,964
222
$31.8M 0.09%
108,592
-16,202
223
$31.6M 0.09%
240,753
+3,865
224
$31.3M 0.09%
2,042,311
+725,364
225
$31.1M 0.09%
345,569
-409
7 8
9
10 11