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
901
$1.74M ﹤0.01%
93,237
-2,293
902
$1.74M ﹤0.01%
92,873
-6,012
903
$1.74M ﹤0.01%
29,774
+9,936
904
$1.73M ﹤0.01%
32,505
+1,106
905
$1.73M ﹤0.01%
50,705
+2,735
906
$1.71M ﹤0.01%
10,644
-755
907
$1.7M ﹤0.01%
5,598
+269
908
$1.7M ﹤0.01%
27,553
+8,108
909
$1.7M ﹤0.01%
30,128
-1,672
910
$1.69M ﹤0.01%
28,509
+3,119
911
$1.69M ﹤0.01%
32,940
-2,438
912
$1.68M ﹤0.01%
29,798
-301
913
$1.67M ﹤0.01%
8,248
-269
914
$1.66M ﹤0.01%
31,849
+15,405
915
$1.66M ﹤0.01%
20,994
-347
916
$1.66M ﹤0.01%
46,329
+7,887
917
$1.65M ﹤0.01%
38,545
-12,781
918
$1.65M ﹤0.01%
25,992
-377
919
$1.65M ﹤0.01%
9,112
-150
920
$1.64M ﹤0.01%
14,535
-26
921
$1.64M ﹤0.01%
99,579
-1,160
922
$1.62M ﹤0.01%
17,803
+610
923
$1.62M ﹤0.01%
26,005
+5
924
$1.62M ﹤0.01%
9,355
+27
925
$1.61M ﹤0.01%
13,533
-789
35 36
37
38 39