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
626
$4.13M 0.01%
49,375
-1,917
627
$4.07M 0.01%
103,862
+919
628
$4.06M 0.01%
199,681
+4,858
629
$4.06M 0.01%
77,588
-1,990
630
$4.05M 0.01%
77,510
-8,106
631
$4.04M 0.01%
68,936
-1,748
632
$4.04M 0.01%
383,366
+31,369
633
$4.02M 0.01%
230,078
+9,795
634
$4.01M 0.01%
166,424
-1,196
635
$4M 0.01%
123,414
+3,786
636
$3.97M 0.01%
99,446
+7,006
637
$3.91M 0.01%
34,039
+4,597
638
$3.9M 0.01%
235,180
+13,226
639
$3.88M 0.01%
392,305
-12,814
640
$3.88M 0.01%
59,263
+861
641
$3.87M 0.01%
72,072
+37
642
$3.86M 0.01%
67,229
-33,303
643
$3.82M 0.01%
560,259
+133,270
644
$3.82M 0.01%
43,326
-22,714
645
$3.77M 0.01%
54,825
-1,219
646
$3.76M 0.01%
21,271
+294
647
$3.76M 0.01%
350,729
+71,658
648
$3.76M 0.01%
71,884
-12,609
649
$3.75M 0.01%
+121,662
650
$3.74M 0.01%
217,292
-7,788
24 25
26
27 28