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
326
$17M 0.05%
167,176
+6,401
327
$17M 0.05%
564,983
+5,989
328
$16.9M 0.05%
399,032
+218,565
329
$16.9M 0.05%
112,519
+7,575
330
$16.8M 0.05%
129,804
+2,831
331
$16.7M 0.05%
64,023
+10,388
332
$16.7M 0.05%
51,298
-10,033
333
$16.7M 0.05%
77,101
-22,465
334
$16.7M 0.05%
387,694
+166,230
335
$16.7M 0.05%
151,497
-47,533
336
$16.6M 0.05%
532,736
+109,971
337
$16.6M 0.05%
246,304
+119,943
338
$16.5M 0.05%
235,622
+5,063
339
$16.4M 0.05%
128,919
+27,250
340
$16.3M 0.05%
262,503
+120,744
341
$16.2M 0.05%
94,228
+4,015
342
$16.1M 0.04%
1,089,718
+181,737
343
$16M 0.04%
584,562
+138,925
344
$15.9M 0.04%
547,323
-15,506
345
$15.8M 0.04%
97,772
+4,170
346
$15.7M 0.04%
334,851
+3,707
347
$15.7M 0.04%
92,697
-69
348
$15.7M 0.04%
413,574
-53,959
349
$15.7M 0.04%
223,144
-12,377
350
$15.6M 0.04%
55,445
-6,364
12 13
14
15 16