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
426
$10.5M 0.03%
226,606
+145,859
427
$10.5M 0.03%
34,188
+2,173
428
$10.4M 0.03%
119,033
+96,471
429
$10.4M 0.03%
109,774
+17,076
430
$10.3M 0.03%
98,422
-16,087
431
$10.3M 0.03%
247,701
-4,532
432
$10.3M 0.03%
141,257
+124,320
433
$10.2M 0.03%
36,371
+34,049
434
$10.1M 0.03%
165,308
+7,529
435
$10.1M 0.03%
103,396
-3,624
436
$10M 0.03%
111,868
+2,655
437
$10M 0.03%
136,357
+5,961
438
$10M 0.03%
219,839
+116,281
439
$9.95M 0.03%
296,092
+2,510
440
$9.93M 0.03%
46,132
-459
441
$9.83M 0.03%
136,130
+3,530
442
$9.77M 0.03%
49,011
-29,667
443
$9.74M 0.03%
302,948
+44,182
444
$9.69M 0.03%
587,229
-15,499
445
$9.66M 0.03%
134,945
+4,951
446
$9.64M 0.03%
192,730
+82,389
447
$9.62M 0.03%
80,882
-1,359
448
$9.62M 0.03%
536,430
+22,876
449
$9.62M 0.03%
191,859
-3,574
450
$9.51M 0.03%
181,576
+15,649
16 17
18
19 20