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
351
$15.5M 0.04%
285,618
+104,721
352
$15.5M 0.04%
261,483
+2,830
353
$15.3M 0.04%
384,489
+101,648
354
$15.3M 0.04%
75,172
-14,550
355
$15.3M 0.04%
359,250
-35,890
356
$15.3M 0.04%
90,878
+59,040
357
$15.3M 0.04%
186,218
+37,133
358
$15.2M 0.04%
55,772
+24,499
359
$15.2M 0.04%
46,546
+6,704
360
$15.1M 0.04%
329,650
+11,538
361
$14.9M 0.04%
154,932
+1,568
362
$14.8M 0.04%
60,244
+1,410
363
$14.7M 0.04%
95,154
+3,776
364
$14.5M 0.04%
256,651
+169,981
365
$14.4M 0.04%
648,698
-42,186
366
$14.4M 0.04%
482,855
+195,988
367
$14.3M 0.04%
82,894
-8,132
368
$14.3M 0.04%
144,453
+14,008
369
$14.2M 0.04%
212,699
+1,436
370
$14M 0.04%
109,976
-7,542
371
$13.8M 0.04%
97,348
+12,158
372
$13.8M 0.04%
243,532
+10,468
373
$13.6M 0.04%
122,040
-1,099
374
$13.6M 0.04%
148,651
+10,364
375
$13.4M 0.04%
98,625
-13,124
13 14
15
16 17