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
501
$7.41M 0.02%
154,048
-29,843
502
$7.4M 0.02%
890,939
+124,797
503
$7.35M 0.02%
15,239
+369
504
$7.31M 0.02%
87,160
+1,424
505
$7.23M 0.02%
77,392
+6,820
506
$7.2M 0.02%
182,833
-4,315
507
$7.2M 0.02%
155,184
-32,502
508
$7.19M 0.02%
155,048
-1,308
509
$7.15M 0.02%
36,291
+4,383
510
$7.15M 0.02%
426,572
+4,193
511
$7.09M 0.02%
187,412
-6,705
512
$7.09M 0.02%
265,449
+404
513
$7.09M 0.02%
5,884
+38
514
$7.04M 0.02%
273,526
+56,821
515
$7.02M 0.02%
184,081
-38,463
516
$6.99M 0.02%
52,550
-84,454
517
$6.98M 0.02%
89,192
-657,424
518
$6.93M 0.02%
103,387
-48,092
519
$6.92M 0.02%
198,080
-2,964
520
$6.85M 0.02%
582,798
+532,548
521
$6.8M 0.02%
75,018
+6,355
522
$6.61M 0.02%
70,308
+9,013
523
$6.61M 0.02%
50,130
-4,379
524
$6.59M 0.02%
172,592
+6,842
525
$6.57M 0.02%
16,641
+135
19 20
21
22 23