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
1351
$489K ﹤0.01%
14,609
-2,233
1352
$489K ﹤0.01%
+70,090
1353
$488K ﹤0.01%
45,533
-712
1354
$486K ﹤0.01%
70,476
+14,520
1355
$484K ﹤0.01%
11,967
-18
1356
$483K ﹤0.01%
31,075
-2,845
1357
$482K ﹤0.01%
19,803
-1,051
1358
$481K ﹤0.01%
29,134
+5,684
1359
$479K ﹤0.01%
10,513
+2,882
1360
$478K ﹤0.01%
12,390
-161
1361
$477K ﹤0.01%
85,639
+3,735
1362
$477K ﹤0.01%
48,000
1363
$477K ﹤0.01%
48,000
1364
$474K ﹤0.01%
12,628
+201
1365
$472K ﹤0.01%
4,571
+100
1366
$472K ﹤0.01%
13,934
-114
1367
$471K ﹤0.01%
15,195
-2,055
1368
$471K ﹤0.01%
1,938
+51
1369
$469K ﹤0.01%
6,438
-563
1370
$468K ﹤0.01%
5,062
-64
1371
$466K ﹤0.01%
39,121
+9,148
1372
$465K ﹤0.01%
11,414
-162
1373
$463K ﹤0.01%
5,835
-16
1374
$463K ﹤0.01%
2,181
-70
1375
$462K ﹤0.01%
22,060
-83,963
53 54
55
56 57