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
1026
$1.17M ﹤0.01%
39,405
+50
1027
$1.16M ﹤0.01%
41,602
-207,048
1028
$1.16M ﹤0.01%
+105,252
1029
$1.16M ﹤0.01%
856,250
-76,140
1030
$1.16M ﹤0.01%
42,508
-46,211
1031
$1.15M ﹤0.01%
17,666
+313
1032
$1.15M ﹤0.01%
92,457
-5,288
1033
$1.15M ﹤0.01%
15,567
-1,008
1034
$1.14M ﹤0.01%
6,533
-141
1035
$1.14M ﹤0.01%
27,061
-28,224
1036
$1.14M ﹤0.01%
109,005
-16,429
1037
$1.14M ﹤0.01%
8,763
+1,123
1038
$1.14M ﹤0.01%
40,648
+11,039
1039
$1.14M ﹤0.01%
114,490
-6,760
1040
$1.14M ﹤0.01%
36,927
1041
$1.13M ﹤0.01%
25,686
+286
1042
$1.13M ﹤0.01%
18,429
-535
1043
$1.12M ﹤0.01%
34,135
+545
1044
$1.12M ﹤0.01%
18,165
-2,037
1045
$1.11M ﹤0.01%
35,046
1046
$1.1M ﹤0.01%
4,628
-122
1047
$1.1M ﹤0.01%
16,060
-994
1048
$1.09M ﹤0.01%
+15,746
1049
$1.09M ﹤0.01%
47,542
-34,683
1050
$1.09M ﹤0.01%
28,241
+21
40 41
42
43 44