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
451
$9.49M 0.03%
148,960
+4,778
452
$9.42M 0.03%
2,427
+15
453
$9.32M 0.03%
189,952
+7,443
454
$9.09M 0.03%
154,397
-1,459
455
$9.02M 0.03%
196,869
+69,835
456
$9.02M 0.03%
182,082
-19,051
457
$8.91M 0.02%
33,057
+4,606
458
$8.88M 0.02%
254,910
-9,460
459
$8.79M 0.02%
54,273
+283
460
$8.77M 0.02%
501,320
+190,620
461
$8.59M 0.02%
98,366
+11,989
462
$8.52M 0.02%
101,647
-2,128
463
$8.5M 0.02%
25,682
-16
464
$8.46M 0.02%
172,580
+14,382
465
$8.46M 0.02%
66,094
+26,164
466
$8.36M 0.02%
104,501
+4,367
467
$8.29M 0.02%
68,367
-661
468
$8.27M 0.02%
39,354
-12,272
469
$8.24M 0.02%
354,473
-7,058
470
$8.2M 0.02%
194,933
-4,500
471
$8.19M 0.02%
62,584
+4,193
472
$8.12M 0.02%
4,643
+58
473
$8.12M 0.02%
47,780
+5,266
474
$8.04M 0.02%
95,111
-366
475
$8.02M 0.02%
32,584
-20,224
17 18
19
20 21