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
101
$80.3M 0.22%
1,980,840
+173,706
102
$80.1M 0.22%
864,606
-6,340
103
$79.1M 0.22%
460,190
-50,087
104
$79M 0.22%
2,036,790
+12,950
105
$78.9M 0.22%
729,162
+48,376
106
$78.7M 0.22%
375,619
+683
107
$76.1M 0.21%
250,444
-45,412
108
$75.3M 0.21%
1,053,080
+19,871
109
$74.6M 0.21%
229,978
-27,832
110
$73.7M 0.2%
404,209
+34,008
111
$72.4M 0.2%
470,776
+27,481
112
$72.2M 0.2%
401,044
+154,238
113
$70.6M 0.2%
470,452
-87,415
114
$70.3M 0.2%
688,206
-15,856
115
$70.1M 0.19%
416,138
-25,696
116
$70M 0.19%
780,041
-30,577
117
$69.9M 0.19%
651,086
+14,418
118
$68.8M 0.19%
2,531,688
+35,128
119
$68.2M 0.19%
243,535
+3,434
120
$67.9M 0.19%
344,648
+11,502
121
$67.9M 0.19%
242,188
-34,037
122
$67.8M 0.19%
1,122,266
+237,323
123
$67.6M 0.19%
200,687
-1,889
124
$66.3M 0.18%
505,845
+8,234
125
$65.7M 0.18%
1,088,670
+386,230
3 4
5
6 7