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
1201
$739K ﹤0.01%
53,277
+782
1202
$736K ﹤0.01%
44,681
+476
1203
$735K ﹤0.01%
9,187
-1,960
1204
$729K ﹤0.01%
39,904
+4
1205
$728K ﹤0.01%
13,314
-5,169
1206
$727K ﹤0.01%
34,279
+8,269
1207
$727K ﹤0.01%
7,698
-1,221
1208
$725K ﹤0.01%
4,059
+122
1209
$722K ﹤0.01%
20,960
-1,177
1210
$722K ﹤0.01%
12,679
+720
1211
$722K ﹤0.01%
+4,748
1212
$722K ﹤0.01%
49,032
+4,188
1213
$722K ﹤0.01%
26,435
-5,430
1214
$717K ﹤0.01%
10,258
-2,185
1215
$714K ﹤0.01%
+57,096
1216
$708K ﹤0.01%
4,343
-927
1217
$705K ﹤0.01%
17,875
+759
1218
$703K ﹤0.01%
17,538
-1,377
1219
$703K ﹤0.01%
6,507
-269
1220
$699K ﹤0.01%
19,582
1221
$697K ﹤0.01%
24,121
1222
$693K ﹤0.01%
7,440
+1,023
1223
$688K ﹤0.01%
4,403
-208
1224
$684K ﹤0.01%
94,270
+27,034
1225
$677K ﹤0.01%
8,072
+3,319
47 48
49
50 51