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
801
$2.31M 0.01%
64,205
-92,313
802
$2.29M 0.01%
41,223
-63,150
803
$2.29M 0.01%
64,722
+1,159
804
$2.28M 0.01%
87,855
+8,928
805
$2.28M 0.01%
12,462
+651
806
$2.27M 0.01%
49,616
+2,627
807
$2.25M 0.01%
45,702
-31,607
808
$2.25M 0.01%
+50,350
809
$2.24M 0.01%
45,972
+184
810
$2.23M 0.01%
21,296
+33
811
$2.23M 0.01%
12,867
-32
812
$2.22M 0.01%
42,228
+4,382
813
$2.2M 0.01%
7,042
-38
814
$2.2M 0.01%
112,732
+23,254
815
$2.19M 0.01%
87,248
-10,614
816
$2.19M 0.01%
64,062
-1,215
817
$2.19M 0.01%
39,682
+1,563
818
$2.18M 0.01%
30,958
-39,566
819
$2.17M 0.01%
85,916
+4,401
820
$2.17M 0.01%
43,281
+10,538
821
$2.15M 0.01%
15,622
+518
822
$2.15M 0.01%
+92,262
823
$2.14M 0.01%
83,311
+74,088
824
$2.14M 0.01%
32,389
-596
825
$2.14M 0.01%
22,974
-11
31 32
33
34 35