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
1001
$1.25M ﹤0.01%
+34,820
1002
$1.24M ﹤0.01%
59,189
-7,264
1003
$1.24M ﹤0.01%
27,965
+1,124
1004
$1.23M ﹤0.01%
13,839
-609
1005
$1.23M ﹤0.01%
12,768
+801
1006
$1.23M ﹤0.01%
18,532
-1,865
1007
$1.23M ﹤0.01%
12,179
+7,149
1008
$1.22M ﹤0.01%
51,999
-7,685
1009
$1.22M ﹤0.01%
8,592
+781
1010
$1.22M ﹤0.01%
5,526
+4,778
1011
$1.22M ﹤0.01%
20,297
-2
1012
$1.21M ﹤0.01%
53,442
+1,658
1013
$1.21M ﹤0.01%
11,434
+953
1014
$1.21M ﹤0.01%
15,624
+3,967
1015
$1.21M ﹤0.01%
31,434
+227
1016
$1.21M ﹤0.01%
45,945
-32
1017
$1.21M ﹤0.01%
82,245
+5,454
1018
$1.2M ﹤0.01%
48,734
-7,889
1019
$1.2M ﹤0.01%
15,109
+167
1020
$1.18M ﹤0.01%
76,965
-1,962
1021
$1.18M ﹤0.01%
188,070
+7,582
1022
$1.18M ﹤0.01%
54,231
+9,170
1023
$1.17M ﹤0.01%
89,165
+1,917
1024
$1.17M ﹤0.01%
16,673
-591
1025
$1.17M ﹤0.01%
63,460
+1,942
39 40
41
42 43