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
526
$6.57M 0.02%
606,030
-4,594
527
$6.55M 0.02%
111,645
-7,603
528
$6.53M 0.02%
79,548
-67,721
529
$6.49M 0.02%
215,680
+29,887
530
$6.46M 0.02%
63,680
+10,025
531
$6.45M 0.02%
101,830
-4,982
532
$6.43M 0.02%
94,333
+43,961
533
$6.41M 0.02%
226,222
-21,445
534
$6.4M 0.02%
274,385
-169,898
535
$6.38M 0.02%
85,264
-2,631
536
$6.34M 0.02%
66,252
-126
537
$6.28M 0.02%
186,427
+53,978
538
$6.18M 0.02%
148,251
+2,330
539
$6.16M 0.02%
76,303
+2,772
540
$6.14M 0.02%
5,050
-269
541
$6.12M 0.02%
104,156
+66,120
542
$6.11M 0.02%
121,156
-1,560
543
$6.07M 0.02%
15,793
+3,983
544
$6.03M 0.02%
60,811
+37,590
545
$6.03M 0.02%
23,737
+999
546
$6M 0.02%
416,318
+27,290
547
$5.94M 0.02%
80,658
+3,831
548
$5.88M 0.02%
29,692
-33,157
549
$5.87M 0.02%
61,311
-74,405
550
$5.84M 0.02%
168,752
-718
20 21
22
23 24