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
576
$5.06M 0.01%
156,596
-33,690
577
$5.04M 0.01%
132,332
-1,259
578
$5.04M 0.01%
54,431
-3,334
579
$4.97M 0.01%
207,230
+138
580
$4.96M 0.01%
91,948
-1,545
581
$4.93M 0.01%
435,252
+44,793
582
$4.91M 0.01%
24,393
+1,745
583
$4.91M 0.01%
152,880
+39,675
584
$4.91M 0.01%
37,418
-14,028
585
$4.88M 0.01%
47,341
+913
586
$4.88M 0.01%
306,608
+92,976
587
$4.87M 0.01%
71,170
+25,288
588
$4.83M 0.01%
58,027
-1,100
589
$4.8M 0.01%
50,429
-7,886
590
$4.8M 0.01%
119,787
+3,361
591
$4.79M 0.01%
75,162
-5,648
592
$4.78M 0.01%
33,896
-13,783
593
$4.77M 0.01%
158,060
-708
594
$4.7M 0.01%
180,693
595
$4.68M 0.01%
27,971
-456
596
$4.66M 0.01%
38,293
-49,482
597
$4.63M 0.01%
64,863
+8,756
598
$4.63M 0.01%
130,851
+38,278
599
$4.61M 0.01%
201,256
+3,280
600
$4.61M 0.01%
69,701
-2,119
22 23
24
25 26