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
1451
$376K ﹤0.01%
16,673
+1,957
1452
$375K ﹤0.01%
15,000
+4,200
1453
$374K ﹤0.01%
5,491
-880
1454
$373K ﹤0.01%
44,560
-54,602
1455
$373K ﹤0.01%
3,227
-32
1456
$373K ﹤0.01%
9,984
-191
1457
$372K ﹤0.01%
2,583
-276
1458
$372K ﹤0.01%
9,482
-1,657
1459
$372K ﹤0.01%
13,288
-1,176
1460
$371K ﹤0.01%
+29,256
1461
$371K ﹤0.01%
+9,370
1462
$371K ﹤0.01%
8,257
+1,958
1463
$371K ﹤0.01%
8,045
+25
1464
$369K ﹤0.01%
1,317
+16
1465
$369K ﹤0.01%
19,628
+3,630
1466
$368K ﹤0.01%
27,697
+441
1467
$368K ﹤0.01%
3,035
-55
1468
$364K ﹤0.01%
5,935
1469
$362K ﹤0.01%
+2,378
1470
$361K ﹤0.01%
7,642
-724
1471
$361K ﹤0.01%
8,868
1472
$360K ﹤0.01%
2,970
-65
1473
$359K ﹤0.01%
7,405
+623
1474
$358K ﹤0.01%
12,707
-358
1475
$358K ﹤0.01%
13,693
-29
57 58
59
60 61