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
$36B
AUM Growth
-$4.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,897
New
Increased
Reduced
Closed

Top Buys

1
+$185M
2
+$125M
3
+$110M
4
BND icon
Vanguard Total Bond Market
BND
+$100M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$86M

Top Sells

1
+$51.5M
2
+$44.1M
3
+$43M
4
META icon
Meta Platforms (Facebook)
META
+$39.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$36.2M

Sector Composition

1 Technology 17.42%
2 Healthcare 11.97%
3 Financials 11.31%
4 Industrials 9.11%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.5M 0.09%
212,574
-94,147
227
$33.4M 0.09%
257,453
+4,600
228
$33.3M 0.09%
448,871
+97,327
229
$32.9M 0.09%
1,044,375
+329,443
230
$32.7M 0.09%
345,978
+6,281
231
$32.4M 0.09%
285,468
-53,243
232
$32.3M 0.09%
236,888
+3,493
233
$31.7M 0.09%
+1,202,644
234
$31.6M 0.09%
617,018
-59,648
235
$30.9M 0.09%
564,313
-189,061
236
$30.9M 0.09%
312,453
-32,036
237
$30.8M 0.09%
440,669
-147,791
238
$30.7M 0.09%
345,210
+10,459
239
$30.1M 0.08%
220,505
-721
240
$29.6M 0.08%
346,471
+93,218
241
$29M 0.08%
379,886
-18,165
242
$28.8M 0.08%
245,033
+3,814
243
$28.8M 0.08%
703,340
-58,822
244
$28.6M 0.08%
482,216
+277,507
245
$28.6M 0.08%
70
+1
246
$28.3M 0.08%
1,058,849
+640,296
247
$28.3M 0.08%
310,080
-396,842
248
$28.2M 0.08%
117,376
+11,501
249
$28.2M 0.08%
1,390,815
-7,869
250
$28M 0.08%
70,932
-3,024
8 9
10
11 12