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
1076
$1.02M ﹤0.01%
+6,261
1077
$1.02M ﹤0.01%
69,479
+3,067
1078
$1.01M ﹤0.01%
138,805
+6,047
1079
$1.01M ﹤0.01%
23,416
1080
$1.01M ﹤0.01%
75,240
-58
1081
$1.01M ﹤0.01%
+8,572
1082
$1.01M ﹤0.01%
17,665
-457
1083
$1.01M ﹤0.01%
20,461
+1,720
1084
$1M ﹤0.01%
20,587
-500
1085
$1M ﹤0.01%
8,060
-598
1086
$995K ﹤0.01%
17,771
+302
1087
$994K ﹤0.01%
9,030
+2,862
1088
$988K ﹤0.01%
18,568
-616
1089
$987K ﹤0.01%
91,708
+35,029
1090
$984K ﹤0.01%
3,075
+181
1091
$979K ﹤0.01%
16,972
-1,225
1092
$975K ﹤0.01%
17,735
+8,131
1093
$974K ﹤0.01%
+38,180
1094
$974K ﹤0.01%
36,555
+773
1095
$963K ﹤0.01%
33,338
-8,041
1096
$960K ﹤0.01%
46,996
-810
1097
$960K ﹤0.01%
15,105
-100
1098
$955K ﹤0.01%
30,393
-1,154
1099
$949K ﹤0.01%
70,324
+2,146
1100
$948K ﹤0.01%
8,564
+3,568
42 43
44
45 46