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
1426
$404K ﹤0.01%
6,179
+708
1427
$403K ﹤0.01%
3,108
-69
1428
$402K ﹤0.01%
9,732
-83
1429
$400K ﹤0.01%
45,775
-1,615
1430
$400K ﹤0.01%
7,304
-16,696
1431
$398K ﹤0.01%
12,838
-200
1432
$397K ﹤0.01%
5,543
+866
1433
$395K ﹤0.01%
9,530
+279
1434
$394K ﹤0.01%
5,695
1435
$391K ﹤0.01%
36,563
-18,051
1436
$391K ﹤0.01%
7,650
-5
1437
$390K ﹤0.01%
8,105
+2,768
1438
$390K ﹤0.01%
25,655
-6,045
1439
$388K ﹤0.01%
+3,902
1440
$387K ﹤0.01%
8,629
-813
1441
$387K ﹤0.01%
3,405
-104
1442
$387K ﹤0.01%
22,350
+410
1443
$386K ﹤0.01%
47,830
-2,766
1444
$386K ﹤0.01%
10,334
-322,242
1445
$385K ﹤0.01%
13,679
-366
1446
$384K ﹤0.01%
8,826
-4,171
1447
$380K ﹤0.01%
3,595
+178
1448
$379K ﹤0.01%
11,828
+1,438
1449
$377K ﹤0.01%
+9,843
1450
$376K ﹤0.01%
+14,483
56 57
58
59 60