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
1051
$1.09M ﹤0.01%
13,121
-4,368
1052
$1.08M ﹤0.01%
31,299
+1,117
1053
$1.08M ﹤0.01%
2,179
+184
1054
$1.08M ﹤0.01%
27,075
-260
1055
$1.07M ﹤0.01%
20,426
-958
1056
$1.07M ﹤0.01%
24,991
+12,609
1057
$1.06M ﹤0.01%
51,303
-6,000
1058
$1.06M ﹤0.01%
162,167
-7,079
1059
$1.06M ﹤0.01%
23,247
-12,445
1060
$1.06M ﹤0.01%
4,728
-45
1061
$1.06M ﹤0.01%
+44,525
1062
$1.06M ﹤0.01%
49,019
+922
1063
$1.06M ﹤0.01%
7,399
+2,120
1064
$1.05M ﹤0.01%
+61,886
1065
$1.05M ﹤0.01%
23,506
-112,274
1066
$1.05M ﹤0.01%
40,768
-3,616
1067
$1.05M ﹤0.01%
118,592
+12,088
1068
$1.04M ﹤0.01%
+18,268
1069
$1.04M ﹤0.01%
27,968
-1,370
1070
$1.04M ﹤0.01%
24,081
+662
1071
$1.04M ﹤0.01%
32,937
+160
1072
$1.04M ﹤0.01%
98,463
-3,278
1073
$1.03M ﹤0.01%
53,251
-97,061
1074
$1.03M ﹤0.01%
6,607
-9,591
1075
$1.02M ﹤0.01%
155,715
-22,633
41 42
43
44 45