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
976
$1.37M ﹤0.01%
21,345
-1,605
977
$1.37M ﹤0.01%
32,044
+6,087
978
$1.35M ﹤0.01%
23,548
-400
979
$1.35M ﹤0.01%
29,147
-160
980
$1.33M ﹤0.01%
70,303
+767
981
$1.33M ﹤0.01%
21,758
+423
982
$1.32M ﹤0.01%
8,657
-116
983
$1.32M ﹤0.01%
34,047
-68,302
984
$1.32M ﹤0.01%
533,570
-12,877
985
$1.31M ﹤0.01%
93,036
+3,100
986
$1.31M ﹤0.01%
51,513
+8,269
987
$1.3M ﹤0.01%
18,485
+3,921
988
$1.3M ﹤0.01%
27,427
-18
989
$1.29M ﹤0.01%
61,575
+7,006
990
$1.28M ﹤0.01%
22,394
+1,258
991
$1.26M ﹤0.01%
123,894
-26,988
992
$1.26M ﹤0.01%
19,662
-10,470
993
$1.26M ﹤0.01%
50,153
994
$1.26M ﹤0.01%
+52,195
995
$1.26M ﹤0.01%
27,740
+311
996
$1.26M ﹤0.01%
17,853
+616
997
$1.25M ﹤0.01%
82,237
+4,430
998
$1.25M ﹤0.01%
17,208
-165
999
$1.25M ﹤0.01%
103,134
+11,683
1000
$1.25M ﹤0.01%
40,015
+4,926
38 39
40
41 42