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
926
$1.61M ﹤0.01%
24,473
+1,050
927
$1.6M ﹤0.01%
76,304
+26,242
928
$1.59M ﹤0.01%
46,985
-46,702
929
$1.59M ﹤0.01%
39,175
+24,801
930
$1.59M ﹤0.01%
+47,533
931
$1.59M ﹤0.01%
15,660
+5,594
932
$1.58M ﹤0.01%
27,653
+21,153
933
$1.58M ﹤0.01%
9,034
+389
934
$1.57M ﹤0.01%
112,464
-26,292
935
$1.57M ﹤0.01%
24,810
-204
936
$1.57M ﹤0.01%
17,144
+4,525
937
$1.57M ﹤0.01%
14,172
-505
938
$1.57M ﹤0.01%
37,894
+17,967
939
$1.56M ﹤0.01%
17,300
-1,314
940
$1.56M ﹤0.01%
35,025
+2,036
941
$1.56M ﹤0.01%
21,929
-102
942
$1.55M ﹤0.01%
164,301
-30,283
943
$1.54M ﹤0.01%
33,838
+3,131
944
$1.54M ﹤0.01%
127,743
+42,834
945
$1.53M ﹤0.01%
17,341
-1,600
946
$1.53M ﹤0.01%
20,341
+939
947
$1.53M ﹤0.01%
40,948
-13,172
948
$1.52M ﹤0.01%
15,144
-8
949
$1.5M ﹤0.01%
31,828
+8,346
950
$1.5M ﹤0.01%
119,947
+62,129
36 37
38
39 40