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
951
$1.5M ﹤0.01%
84,517
-481
952
$1.5M ﹤0.01%
43,311
+6,788
953
$1.48M ﹤0.01%
44,112
+2,723
954
$1.48M ﹤0.01%
45,007
-3,088
955
$1.47M ﹤0.01%
68,541
-119,636
956
$1.47M ﹤0.01%
74,369
+53,285
957
$1.47M ﹤0.01%
+22,236
958
$1.46M ﹤0.01%
+79,339
959
$1.46M ﹤0.01%
25,187
+21,730
960
$1.46M ﹤0.01%
6,708
-4,001
961
$1.46M ﹤0.01%
16,309
+4
962
$1.46M ﹤0.01%
50,206
+16,552
963
$1.46M ﹤0.01%
69,713
+4,322
964
$1.45M ﹤0.01%
131,795
+9
965
$1.42M ﹤0.01%
29,256
+753
966
$1.42M ﹤0.01%
12,138
+1,717
967
$1.42M ﹤0.01%
12,485
-7,462
968
$1.41M ﹤0.01%
24,503
-2,251
969
$1.41M ﹤0.01%
60,247
-1,350
970
$1.4M ﹤0.01%
48,518
+1,279
971
$1.4M ﹤0.01%
58,676
+5,576
972
$1.39M ﹤0.01%
35,995
+1,322
973
$1.38M ﹤0.01%
61,552
+43,353
974
$1.37M ﹤0.01%
73,218
+34,579
975
$1.37M ﹤0.01%
68,919
-1,214
37 38
39
40 41