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
776
$2.46M 0.01%
29,926
-1,168
777
$2.46M 0.01%
23,412
-312
778
$2.46M 0.01%
44,374
+25,696
779
$2.46M 0.01%
43,343
-9,831
780
$2.45M 0.01%
54,063
-11,553
781
$2.45M 0.01%
68,811
-85
782
$2.44M 0.01%
22,624
-2,796
783
$2.44M 0.01%
37,222
+16,057
784
$2.44M 0.01%
24,107
+976
785
$2.43M 0.01%
76,476
+62,958
786
$2.43M 0.01%
14,870
-164
787
$2.42M 0.01%
32,571
+11,992
788
$2.42M 0.01%
54,466
-1,507
789
$2.42M 0.01%
40,422
+422
790
$2.4M 0.01%
193,017
-211,927
791
$2.39M 0.01%
195,433
-4,942
792
$2.39M 0.01%
25,364
-15,797
793
$2.39M 0.01%
57,312
-77,931
794
$2.38M 0.01%
91,701
+4,139
795
$2.37M 0.01%
252,582
-27,768
796
$2.37M 0.01%
13,762
-285
797
$2.36M 0.01%
9,208
-31,043
798
$2.35M 0.01%
26,245
-13,179
799
$2.35M 0.01%
+33,491
800
$2.34M 0.01%
35,774
+413
30 31
32
33 34