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
1176
$796K ﹤0.01%
11,685
-592
1177
$796K ﹤0.01%
12,077
-15,429
1178
$793K ﹤0.01%
17,263
-624
1179
$789K ﹤0.01%
7,177
+3,901
1180
$787K ﹤0.01%
6,760
+483
1181
$779K ﹤0.01%
12,093
+683
1182
$777K ﹤0.01%
15,449
+6,931
1183
$777K ﹤0.01%
11,888
-66
1184
$770K ﹤0.01%
65,597
+494
1185
$766K ﹤0.01%
10,456
+459
1186
$766K ﹤0.01%
15,451
+4,166
1187
$765K ﹤0.01%
10,010
+174
1188
$762K ﹤0.01%
11,841
-70
1189
$755K ﹤0.01%
9,482
1190
$755K ﹤0.01%
+45,198
1191
$754K ﹤0.01%
75,400
-50,700
1192
$753K ﹤0.01%
39,548
+6,848
1193
$752K ﹤0.01%
17,910
1194
$751K ﹤0.01%
11,875
+4,861
1195
$745K ﹤0.01%
1,315
+20
1196
$743K ﹤0.01%
32,721
-71
1197
$741K ﹤0.01%
19,122
+56
1198
$741K ﹤0.01%
18,109
+1,355
1199
$741K ﹤0.01%
+10,797
1200
$740K ﹤0.01%
13,958
+131
46 47
48
49 50