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
1276
$594K ﹤0.01%
2,109
-3,128
1277
$594K ﹤0.01%
81,847
-27,145
1278
$593K ﹤0.01%
10,098
-237
1279
$593K ﹤0.01%
7,558
-181
1280
$592K ﹤0.01%
8,875
-6,191
1281
$592K ﹤0.01%
+51,332
1282
$590K ﹤0.01%
12,745
-159
1283
$586K ﹤0.01%
4,673
-33
1284
$586K ﹤0.01%
12,855
-708
1285
$580K ﹤0.01%
20,461
-8,401
1286
$580K ﹤0.01%
13,321
-13,645
1287
$578K ﹤0.01%
29,736
+493
1288
$578K ﹤0.01%
17,394
-1,778
1289
$577K ﹤0.01%
18,202
-2,042
1290
$576K ﹤0.01%
14,284
-2,739
1291
$575K ﹤0.01%
10,987
-7
1292
$573K ﹤0.01%
2,517
-5,236
1293
$572K ﹤0.01%
+21,478
1294
$571K ﹤0.01%
12,944
+58
1295
$571K ﹤0.01%
6,960
+2,974
1296
$571K ﹤0.01%
4,091
-11
1297
$565K ﹤0.01%
17,675
1298
$564K ﹤0.01%
19,682
1299
$564K ﹤0.01%
19,090
-680
1300
$564K ﹤0.01%
8,751
-26,676
50 51
52
53 54