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
276
$23.3M 0.06%
506,759
-933,923
277
$23.2M 0.06%
197,610
+103,056
278
$23.2M 0.06%
282,114
-10,932
279
$23.1M 0.06%
59,866
+6,175
280
$22.9M 0.06%
110,889
+55,874
281
$22.7M 0.06%
691,773
-104,667
282
$22.7M 0.06%
273,040
-745
283
$22.5M 0.06%
119,834
+3,867
284
$22.4M 0.06%
271,171
-8,423
285
$22.4M 0.06%
232,093
-7,021
286
$22.2M 0.06%
357,289
+26,661
287
$22.2M 0.06%
1,271,191
+364,456
288
$22M 0.06%
185,447
+7,032
289
$21.9M 0.06%
36,995
+466
290
$21.9M 0.06%
88,674
-3,872
291
$21.8M 0.06%
521,392
-41,065
292
$21.6M 0.06%
183,704
+26,932
293
$21.5M 0.06%
+214,528
294
$21.4M 0.06%
299,650
-10,709
295
$21.2M 0.06%
203,125
-12,625
296
$21M 0.06%
443,367
+17,363
297
$21M 0.06%
92,529
-56,206
298
$20.9M 0.06%
1,121,811
+26,655
299
$20.6M 0.06%
258,016
-43,829
300
$20.3M 0.06%
365,237
+214,494
10 11
12
13 14