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
551
$5.83M 0.02%
98,213
-17,072
552
$5.82M 0.02%
118,863
+3,989
553
$5.78M 0.02%
74,248
-48,041
554
$5.77M 0.02%
24,774
-4,411
555
$5.73M 0.02%
204,852
-7,763
556
$5.72M 0.02%
45,112
+2,356
557
$5.68M 0.02%
53,810
-1,947
558
$5.66M 0.02%
291,534
-8,893
559
$5.64M 0.02%
326,705
-11,581
560
$5.52M 0.02%
88,938
+19,566
561
$5.44M 0.02%
260,322
-112,170
562
$5.44M 0.02%
57,350
+938
563
$5.41M 0.02%
74,773
+7,800
564
$5.41M 0.02%
167,672
-5,654
565
$5.37M 0.01%
112,496
-16,692
566
$5.33M 0.01%
266,081
+147,074
567
$5.26M 0.01%
213,882
+17,356
568
$5.25M 0.01%
481,282
+15,757
569
$5.22M 0.01%
56,798
-1,131
570
$5.21M 0.01%
64,680
+455
571
$5.2M 0.01%
101,255
-681
572
$5.15M 0.01%
52,379
+33,960
573
$5.11M 0.01%
50,375
+2,065
574
$5.09M 0.01%
495,718
+32,451
575
$5.07M 0.01%
55,971
-6,838
21 22
23
24 25