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
1126
$886K ﹤0.01%
23,920
-334
1127
$886K ﹤0.01%
12,326
-442
1128
$885K ﹤0.01%
60,329
-10,250
1129
$885K ﹤0.01%
98,294
-49,824
1130
$884K ﹤0.01%
43,312
+4,277
1131
$883K ﹤0.01%
33,188
+7,646
1132
$882K ﹤0.01%
105,294
-290
1133
$880K ﹤0.01%
19,768
+137
1134
$874K ﹤0.01%
5,672
-27
1135
$874K ﹤0.01%
107,044
+47,917
1136
$874K ﹤0.01%
1,331
+162
1137
$868K ﹤0.01%
49,871
+842
1138
$867K ﹤0.01%
10,539
-13
1139
$867K ﹤0.01%
326,049
+14
1140
$862K ﹤0.01%
13,208
+6,729
1141
$862K ﹤0.01%
29,924
-950
1142
$855K ﹤0.01%
67,577
-551
1143
$855K ﹤0.01%
7,557
-25
1144
$853K ﹤0.01%
7,611
+72
1145
$851K ﹤0.01%
136,841
-29,709
1146
$851K ﹤0.01%
16,982
-733
1147
$851K ﹤0.01%
17,534
-11,212
1148
$850K ﹤0.01%
15,728
+318
1149
$850K ﹤0.01%
33,040
+11,321
1150
$850K ﹤0.01%
20,762
+5,999
44 45
46
47 48