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
251
$27.9M 0.08%
381,463
+27,049
252
$27.6M 0.08%
1,316,947
-59,231
253
$27.5M 0.08%
773,096
+13,717
254
$27.5M 0.08%
111,121
+39,458
255
$27.2M 0.08%
467,406
+2,027
256
$27M 0.07%
381,893
+5,377
257
$26.4M 0.07%
289,559
+1,707
258
$26M 0.07%
102,087
+15,621
259
$25.8M 0.07%
510,686
+1,964
260
$25.7M 0.07%
172,438
+22,801
261
$25.6M 0.07%
115,565
+10,883
262
$25.3M 0.07%
461,393
+1,093
263
$25.3M 0.07%
182,260
-11,128
264
$25.3M 0.07%
2,828,581
-35,969
265
$25.2M 0.07%
646,936
+115,085
266
$24.8M 0.07%
317,789
+4,868
267
$24.7M 0.07%
59,787
-860
268
$24.7M 0.07%
216,911
+7,127
269
$24.5M 0.07%
306,030
+11,468
270
$24.4M 0.07%
913,152
+15,237
271
$24.3M 0.07%
1,443,194
+3,932
272
$24.2M 0.07%
1,011,675
+144,642
273
$23.7M 0.07%
408,792
+6,794
274
$23.4M 0.06%
97,864
+10,006
275
$23.4M 0.06%
1,356,037
-412,393
9 10
11
12 13