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
651
$3.73M 0.01%
39,246
-11,577
652
$3.69M 0.01%
38,891
+1,785
653
$3.67M 0.01%
24,518
-2,330
654
$3.63M 0.01%
37,684
-405
655
$3.62M 0.01%
171,139
+843
656
$3.61M 0.01%
48,891
+647
657
$3.58M 0.01%
99,029
+56,131
658
$3.57M 0.01%
17,085
-554
659
$3.57M 0.01%
961,301
-102,378
660
$3.55M 0.01%
250,450
+25,239
661
$3.54M 0.01%
27,923
+276
662
$3.53M 0.01%
147,889
-193,591
663
$3.53M 0.01%
19,069
+2,497
664
$3.51M 0.01%
32,870
-21
665
$3.51M 0.01%
44,379
+9,232
666
$3.5M 0.01%
110,102
-952
667
$3.5M 0.01%
35,237
-22,220
668
$3.5M 0.01%
22,404
+750
669
$3.49M 0.01%
29,220
+24,962
670
$3.48M 0.01%
46,270
+6,868
671
$3.47M 0.01%
69,363
+3,667
672
$3.46M 0.01%
46,410
+2,364
673
$3.44M 0.01%
102,921
+6,066
674
$3.37M 0.01%
139,442
+2,834
675
$3.37M 0.01%
94,308
+3,047
25 26
27
28 29