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
701
$3.11M 0.01%
70,688
+3,666
702
$3.1M 0.01%
+295,136
703
$3.1M 0.01%
44,381
-5,143
704
$3.09M 0.01%
56,754
+6,548
705
$3.07M 0.01%
32,033
+1,391
706
$3.04M 0.01%
9,535
+99
707
$3.03M 0.01%
97,014
-33,776
708
$3.02M 0.01%
34,526
+622
709
$3M 0.01%
40,275
+2,062
710
$2.98M 0.01%
295,491
-42,112
711
$2.98M 0.01%
37,245
-3,901
712
$2.98M 0.01%
34,953
+2,806
713
$2.97M 0.01%
93,485
-1,024
714
$2.97M 0.01%
217,122
-46,960
715
$2.97M 0.01%
36,567
+1,989
716
$2.96M 0.01%
30,832
-1,371
717
$2.96M 0.01%
125,177
+34,422
718
$2.95M 0.01%
144,214
+88,879
719
$2.92M 0.01%
38,484
+1,291
720
$2.91M 0.01%
16,608
-62,155
721
$2.91M 0.01%
54,366
+966
722
$2.9M 0.01%
17,942
-982
723
$2.9M 0.01%
107,628
-6,177
724
$2.89M 0.01%
5,829
725
$2.89M 0.01%
15,890
-382
27 28
29
30 31