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
876
$1.85M 0.01%
41,181
+641
877
$1.85M 0.01%
54,754
-225
878
$1.84M 0.01%
76,834
-8,966
879
$1.84M 0.01%
24,744
+13,185
880
$1.83M 0.01%
82,437
-4,827
881
$1.82M 0.01%
984,131
-62,629
882
$1.82M 0.01%
+40,100
883
$1.82M 0.01%
65,594
-25,676
884
$1.81M 0.01%
+27,376
885
$1.81M 0.01%
33,175
-326
886
$1.81M 0.01%
91,060
+4,600
887
$1.8M 0.01%
36,581
-2,451
888
$1.8M 0.01%
76,809
+18,142
889
$1.79M 0.01%
36,617
+1,920
890
$1.79M 0.01%
39,496
+46
891
$1.79M 0.01%
166,989
-46,229
892
$1.79M 0.01%
4,455
+144
893
$1.77M ﹤0.01%
53,609
+22,085
894
$1.77M ﹤0.01%
86,428
-1,108
895
$1.77M ﹤0.01%
+37,932
896
$1.77M ﹤0.01%
36,751
+4,417
897
$1.76M ﹤0.01%
7,268
-1,126
898
$1.75M ﹤0.01%
57,665
-280
899
$1.75M ﹤0.01%
38,772
-15,494
900
$1.75M ﹤0.01%
34,888
-1,231
34 35
36
37 38