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
851
$1.98M 0.01%
125,844
-5,076
852
$1.97M 0.01%
7,243
-2,510
853
$1.96M 0.01%
40,652
+462
854
$1.95M 0.01%
+6,445
855
$1.95M 0.01%
42,579
+47
856
$1.95M 0.01%
36,892
+1,837
857
$1.95M 0.01%
41,729
-1,635
858
$1.94M 0.01%
127,257
+6,835
859
$1.94M 0.01%
142,352
+22,148
860
$1.93M 0.01%
32,024
+410
861
$1.93M 0.01%
19,937
+495
862
$1.93M 0.01%
10,568
+555
863
$1.92M 0.01%
9,745
+376
864
$1.92M 0.01%
44,060
-1,277
865
$1.91M 0.01%
14,932
-128
866
$1.91M 0.01%
43,547
+2,836
867
$1.91M 0.01%
72,238
+1,078
868
$1.9M 0.01%
21,533
+917
869
$1.9M 0.01%
166,714
-1,307
870
$1.9M 0.01%
16,916
+65
871
$1.9M 0.01%
12,805
+106
872
$1.87M 0.01%
63,499
-1,530
873
$1.86M 0.01%
62,154
+1,460
874
$1.86M 0.01%
6,154
+1,892
875
$1.86M 0.01%
23,225
-4,650
33 34
35
36 37