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
1301
$562K ﹤0.01%
10,000
1302
$561K ﹤0.01%
7,781
-920
1303
$561K ﹤0.01%
20,357
-667
1304
$560K ﹤0.01%
6,844
+251
1305
$560K ﹤0.01%
26,535
-617
1306
$558K ﹤0.01%
13,606
-81
1307
$558K ﹤0.01%
4,611
+8
1308
$556K ﹤0.01%
+9,389
1309
$553K ﹤0.01%
+30,334
1310
$552K ﹤0.01%
19,942
+155
1311
$551K ﹤0.01%
7,713
+3,318
1312
$550K ﹤0.01%
21,220
+13,313
1313
$545K ﹤0.01%
36,944
-15,062
1314
$544K ﹤0.01%
23,020
-3,910
1315
$543K ﹤0.01%
15,321
-1,169
1316
$541K ﹤0.01%
17,190
-24,812
1317
$539K ﹤0.01%
56,583
+1,424
1318
$538K ﹤0.01%
5,650
-7,348
1319
$537K ﹤0.01%
16,974
+2,497
1320
$536K ﹤0.01%
7,707
-5,164
1321
$536K ﹤0.01%
15,790
-15,782
1322
$535K ﹤0.01%
15,252
-3
1323
$533K ﹤0.01%
4,455
+636
1324
$530K ﹤0.01%
+36,205
1325
$530K ﹤0.01%
8,299
51 52
53
54 55