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
726
$2.89M 0.01%
40,836
-1,853
727
$2.88M 0.01%
294,409
+24,885
728
$2.88M 0.01%
107,540
+2,485
729
$2.87M 0.01%
228,644
-10,408
730
$2.87M 0.01%
34,270
-346
731
$2.87M 0.01%
42,516
-129,473
732
$2.86M 0.01%
37,572
+4,869
733
$2.85M 0.01%
57,195
-33,133
734
$2.85M 0.01%
23,991
+886
735
$2.84M 0.01%
21,089
-2,168
736
$2.8M 0.01%
179,657
+7,402
737
$2.79M 0.01%
67,296
+1,524
738
$2.78M 0.01%
295,688
+24,329
739
$2.77M 0.01%
46,506
+383
740
$2.75M 0.01%
62,224
-557
741
$2.73M 0.01%
162,131
-87,987
742
$2.71M 0.01%
34,042
+2,413
743
$2.69M 0.01%
312,887
+1,022
744
$2.69M 0.01%
345,045
+33,084
745
$2.69M 0.01%
51,598
-8,927
746
$2.68M 0.01%
28,947
+6,273
747
$2.68M 0.01%
62,940
+12,942
748
$2.68M 0.01%
59,625
-390
749
$2.67M 0.01%
37,716
-2,252
750
$2.66M 0.01%
47,285
+3,480
28 29
30
31 32