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
751
$2.65M 0.01%
57,959
+9,438
752
$2.65M 0.01%
25,475
+227
753
$2.63M 0.01%
27,851
+286
754
$2.63M 0.01%
89,943
+10,257
755
$2.63M 0.01%
13,331
+4
756
$2.62M 0.01%
132,708
+117,087
757
$2.62M 0.01%
136,826
-7,677
758
$2.61M 0.01%
+75,354
759
$2.61M 0.01%
44,860
-26,491
760
$2.61M 0.01%
198,792
+81,783
761
$2.6M 0.01%
160,360
+9,385
762
$2.6M 0.01%
29,131
-13,171
763
$2.58M 0.01%
202,736
-265
764
$2.57M 0.01%
50,763
-15,384
765
$2.56M 0.01%
21,575
+973
766
$2.56M 0.01%
50,230
+23,237
767
$2.56M 0.01%
207,731
-3,224
768
$2.55M 0.01%
288,316
-10,708
769
$2.54M 0.01%
567,169
-12,598
770
$2.54M 0.01%
15,925
+2,058
771
$2.54M 0.01%
+139,561
772
$2.52M 0.01%
44,111
+42
773
$2.51M 0.01%
10,794
-723
774
$2.5M 0.01%
32,516
+2,106
775
$2.48M 0.01%
8,444
+361
29 30
31
32 33