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
476
$8.01M 0.02%
60,182
+2,774
477
$8M 0.02%
124,614
-849
478
$8M 0.02%
17,063
+7,037
479
$7.97M 0.02%
+162,525
480
$7.93M 0.02%
331,683
-7,129
481
$7.89M 0.02%
+588,316
482
$7.85M 0.02%
76,721
+23,504
483
$7.79M 0.02%
116,600
+991
484
$7.76M 0.02%
123,720
-7,744
485
$7.76M 0.02%
185,582
-1,175
486
$7.75M 0.02%
152,718
-422
487
$7.7M 0.02%
79,188
+73
488
$7.68M 0.02%
162,278
+8,865
489
$7.66M 0.02%
112,247
-3,486
490
$7.64M 0.02%
207,457
-9,783
491
$7.64M 0.02%
60,930
-27
492
$7.6M 0.02%
28,847
+3,826
493
$7.58M 0.02%
151,559
+82,194
494
$7.58M 0.02%
98,893
-9,959
495
$7.56M 0.02%
98,540
-7,020
496
$7.5M 0.02%
281,432
+155,624
497
$7.48M 0.02%
65,407
-11,007
498
$7.45M 0.02%
288,843
+85,879
499
$7.45M 0.02%
231,292
+6,216
500
$7.42M 0.02%
411,302
+62,407
18 19
20
21 22