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
676
$3.35M 0.01%
46,757
+2,080
677
$3.35M 0.01%
39,622
+16,186
678
$3.34M 0.01%
43,275
-799
679
$3.33M 0.01%
7,327
+1,198
680
$3.32M 0.01%
93,255
+988
681
$3.31M 0.01%
55,376
+10,327
682
$3.31M 0.01%
205,733
-1,849
683
$3.3M 0.01%
22,769
+823
684
$3.29M 0.01%
160,003
+4,139
685
$3.21M 0.01%
+51,495
686
$3.21M 0.01%
63,132
+1,020
687
$3.2M 0.01%
61,601
+17,676
688
$3.2M 0.01%
51,541
+2,253
689
$3.19M 0.01%
631,301
+72,307
690
$3.19M 0.01%
8,282
-17
691
$3.19M 0.01%
90,591
+35,460
692
$3.18M 0.01%
28,313
-34
693
$3.18M 0.01%
381,407
+1,932
694
$3.17M 0.01%
45,296
+16,298
695
$3.17M 0.01%
1,347,533
-80,807
696
$3.17M 0.01%
114,016
+25,876
697
$3.16M 0.01%
82,000
+16,517
698
$3.15M 0.01%
138,407
-34,015
699
$3.14M 0.01%
1,461
-18
700
$3.11M 0.01%
149,544
+40,194
26 27
28
29 30