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
601
$4.57M 0.01%
43,374
+218
602
$4.56M 0.01%
20,994
-605
603
$4.55M 0.01%
127,321
+15,318
604
$4.54M 0.01%
22,646
+1,557
605
$4.49M 0.01%
93,769
+23,730
606
$4.47M 0.01%
204,207
-13,857
607
$4.45M 0.01%
78,026
+2
608
$4.45M 0.01%
131,251
+5,257
609
$4.43M 0.01%
125,614
+9,805
610
$4.42M 0.01%
37,079
+6,992
611
$4.4M 0.01%
162,780
+943
612
$4.33M 0.01%
228,488
-124
613
$4.33M 0.01%
43,115
+10,820
614
$4.29M 0.01%
102,393
-5,156
615
$4.26M 0.01%
34,011
+7,056
616
$4.24M 0.01%
22,200
+1,196
617
$4.23M 0.01%
91,381
+1,056
618
$4.21M 0.01%
185,469
-4,805
619
$4.21M 0.01%
6,602
+60
620
$4.18M 0.01%
124,185
+44,213
621
$4.18M 0.01%
38,069
+213
622
$4.16M 0.01%
147,538
-37,238
623
$4.16M 0.01%
119,590
-10,185
624
$4.14M 0.01%
+161,612
625
$4.14M 0.01%
24,555
+252
23 24
25
26 27