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
376
$13.4M 0.04%
177,382
-102,222
377
$13.3M 0.04%
177,600
+25,211
378
$13.3M 0.04%
241,747
+72,688
379
$13.3M 0.04%
381,010
+35,094
380
$13.2M 0.04%
199,512
+16,586
381
$13.1M 0.04%
201,491
+30,674
382
$13.1M 0.04%
236,147
+25,909
383
$13.1M 0.04%
174,334
+770
384
$12.9M 0.04%
308,919
-51,150
385
$12.8M 0.04%
141,222
-15,297
386
$12.8M 0.04%
161,443
-12,273
387
$12.7M 0.04%
32,668
+2,304
388
$12.5M 0.03%
185,086
-1,198
389
$12.4M 0.03%
211,155
-28,241
390
$12.4M 0.03%
96,779
+35,930
391
$12.3M 0.03%
144,051
-20,942
392
$12.3M 0.03%
90,685
-12,586
393
$12.3M 0.03%
346,528
+7,704
394
$12.3M 0.03%
107,369
+1,029
395
$12.3M 0.03%
221,993
+21,570
396
$12.2M 0.03%
277,166
+50,160
397
$12.2M 0.03%
339,208
+65,284
398
$12.2M 0.03%
240,344
+74,246
399
$12.1M 0.03%
139,380
+2,924
400
$12.1M 0.03%
1,084,770
+387,866
14 15
16
17 18