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
1326
$528K ﹤0.01%
1,767
+138
1327
$526K ﹤0.01%
7,294
+542
1328
$525K ﹤0.01%
83,123
+13,371
1329
$524K ﹤0.01%
801
1330
$522K ﹤0.01%
6,531
1331
$522K ﹤0.01%
5,026
-1,241
1332
$519K ﹤0.01%
29,638
+4,085
1333
$518K ﹤0.01%
5,289
-861
1334
$517K ﹤0.01%
4,830
-22
1335
$516K ﹤0.01%
41,831
+2,909
1336
$511K ﹤0.01%
32,826
+338
1337
$511K ﹤0.01%
+16,928
1338
$507K ﹤0.01%
17,603
-2,236
1339
$503K ﹤0.01%
10,421
+19
1340
$502K ﹤0.01%
22,613
+377
1341
$499K ﹤0.01%
12,189
-25,344
1342
$499K ﹤0.01%
14,005
+1,424
1343
$498K ﹤0.01%
10,525
+1,881
1344
$498K ﹤0.01%
13,985
-4,305
1345
$498K ﹤0.01%
+123,440
1346
$496K ﹤0.01%
92,000
+15,322
1347
$495K ﹤0.01%
15,350
-200
1348
$493K ﹤0.01%
7,513
+232
1349
$493K ﹤0.01%
7,469
-5,254
1350
$490K ﹤0.01%
2,643
+180
52 53
54
55 56