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
401
$11.9M 0.03%
70,811
-1,309
402
$11.9M 0.03%
201,693
+148,720
403
$11.9M 0.03%
985,395
-251,568
404
$11.8M 0.03%
954,031
+629,721
405
$11.8M 0.03%
525,763
-10,668
406
$11.6M 0.03%
199,411
+39,496
407
$11.6M 0.03%
263,765
-5,676
408
$11.4M 0.03%
233,002
+131,720
409
$11.3M 0.03%
52,044
-3,843
410
$11.3M 0.03%
61,596
-5,676
411
$11.2M 0.03%
396,832
+269,015
412
$11.2M 0.03%
94,821
+35,043
413
$11.2M 0.03%
53,208
-1,969
414
$11.1M 0.03%
139,622
-4,073
415
$11.1M 0.03%
57,175
+6,800
416
$11.1M 0.03%
686,629
+26,124
417
$10.9M 0.03%
225,722
+118,584
418
$10.9M 0.03%
60,922
+10,609
419
$10.9M 0.03%
+445,200
420
$10.8M 0.03%
45,903
+632
421
$10.7M 0.03%
+135,250
422
$10.6M 0.03%
334,500
+85,870
423
$10.6M 0.03%
153,091
+119,686
424
$10.6M 0.03%
128,410
-855
425
$10.6M 0.03%
104,829
+17,702
15 16
17
18 19