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
1226
$677K ﹤0.01%
28,087
-875
1227
$676K ﹤0.01%
23,153
+4,914
1228
$675K ﹤0.01%
9,329
+34
1229
$673K ﹤0.01%
45,545
-6,614
1230
$672K ﹤0.01%
20,800
+1,816
1231
$670K ﹤0.01%
84,658
-1,974
1232
$667K ﹤0.01%
27,390
-550
1233
$667K ﹤0.01%
21,935
-23,452
1234
$667K ﹤0.01%
+17,025
1235
$666K ﹤0.01%
8,104
+1,052
1236
$665K ﹤0.01%
21,187
+2,867
1237
$663K ﹤0.01%
3,864
+257
1238
$658K ﹤0.01%
9,146
+1,075
1239
$658K ﹤0.01%
26,443
+25
1240
$658K ﹤0.01%
1,225
+829
1241
$657K ﹤0.01%
7,178
-125
1242
$657K ﹤0.01%
8,511
-22
1243
$657K ﹤0.01%
+26,363
1244
$655K ﹤0.01%
6,350
+16
1245
$651K ﹤0.01%
8,707
+343
1246
$650K ﹤0.01%
19,612
+522
1247
$649K ﹤0.01%
23,586
-9,038
1248
$648K ﹤0.01%
7,146
-2,865
1249
$645K ﹤0.01%
75,660
-21,751
1250
$643K ﹤0.01%
8,760
+156
48 49
50
51 52