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
826
$2.13M 0.01%
9,303
827
$2.13M 0.01%
20,646
-144
828
$2.13M 0.01%
64,935
+3,736
829
$2.12M 0.01%
85,978
-5,340
830
$2.12M 0.01%
44,169
+2,089
831
$2.12M 0.01%
52,579
-43,657
832
$2.11M 0.01%
8,871
+110
833
$2.1M 0.01%
38,714
-9,697
834
$2.1M 0.01%
26,359
-1,364
835
$2.09M 0.01%
2,025,623
+827,023
836
$2.08M 0.01%
52,110
+229
837
$2.08M 0.01%
+31,956
838
$2.06M 0.01%
54,183
+7,593
839
$2.05M 0.01%
+71,235
840
$2.05M 0.01%
30,345
-242
841
$2.03M 0.01%
33,412
-6,482
842
$2.03M 0.01%
38,345
-15,139
843
$2.02M 0.01%
41,897
+2,455
844
$2.02M 0.01%
14,136
-1,493
845
$2.01M 0.01%
112,275
+3,789
846
$2.01M 0.01%
28,067
-864
847
$2.01M 0.01%
58,643
-355
848
$2.01M 0.01%
138,372
+96,024
849
$2M 0.01%
73,150
-76,662
850
$1.99M 0.01%
200,710
-6,640
32 33
34
35 36