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
1376
$461K ﹤0.01%
9,820
-2,559
1377
$460K ﹤0.01%
50,457
-1,656
1378
$459K ﹤0.01%
3,951
-2,778
1379
$458K ﹤0.01%
9,187
-1,405
1380
$456K ﹤0.01%
32,099
-72
1381
$456K ﹤0.01%
11,962
+427
1382
$455K ﹤0.01%
5,571
1383
$453K ﹤0.01%
12,078
+100
1384
$450K ﹤0.01%
14,461
-2,348
1385
$450K ﹤0.01%
14,781
-44
1386
$449K ﹤0.01%
7,891
-940
1387
$447K ﹤0.01%
21,557
-75,839
1388
$446K ﹤0.01%
13,267
+2,494
1389
$444K ﹤0.01%
6,086
+115
1390
$443K ﹤0.01%
8,240
-5
1391
$442K ﹤0.01%
+12,998
1392
$442K ﹤0.01%
12,387
+311
1393
$442K ﹤0.01%
14,056
-728
1394
$441K ﹤0.01%
5,595
+7
1395
$441K ﹤0.01%
19,695
+6,822
1396
$441K ﹤0.01%
12,163
+271
1397
$440K ﹤0.01%
28,382
-2,298
1398
$440K ﹤0.01%
15,037
+267
1399
$439K ﹤0.01%
4,521
-181
1400
$437K ﹤0.01%
8,726
-4,696
54 55
56
57 58