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
1401
$436K ﹤0.01%
3,925
1402
$431K ﹤0.01%
10,649
1403
$430K ﹤0.01%
2,137
+62
1404
$427K ﹤0.01%
908
+8
1405
$427K ﹤0.01%
28,983
-2,861
1406
$426K ﹤0.01%
14,189
-18,592
1407
$426K ﹤0.01%
2,672
+39
1408
$425K ﹤0.01%
+12,818
1409
$425K ﹤0.01%
+21,418
1410
$424K ﹤0.01%
9,469
-1,527
1411
$420K ﹤0.01%
14,630
-23,852
1412
$419K ﹤0.01%
2,690
+11
1413
$419K ﹤0.01%
8,220
-166
1414
$418K ﹤0.01%
24,935
+406
1415
$416K ﹤0.01%
16,548
-22
1416
$416K ﹤0.01%
5,679
-2,929
1417
$414K ﹤0.01%
6,936
+2,050
1418
$412K ﹤0.01%
12,568
-256
1419
$410K ﹤0.01%
12,504
-19,959
1420
$406K ﹤0.01%
10,591
+1,035
1421
$405K ﹤0.01%
6,993
1422
$405K ﹤0.01%
23,141
+129
1423
$404K ﹤0.01%
9,659
-52
1424
$404K ﹤0.01%
6,099
+102
1425
$404K ﹤0.01%
8,181
-774
55 56
57
58 59