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
126
$65.2M 0.18%
454,702
+106,700
127
$65M 0.18%
330,640
+175,846
128
$64.5M 0.18%
457,081
+74,849
129
$64.5M 0.18%
408,871
+8,260
130
$64.4M 0.18%
288,910
-962
131
$64.2M 0.18%
407,294
+6,170
132
$64.1M 0.18%
294,253
+4,838
133
$63.3M 0.18%
180,409
+1,672
134
$63M 0.18%
2,690,320
+2,500
135
$62.7M 0.17%
567,648
+40,217
136
$61.2M 0.17%
748,048
-27,649
137
$61.1M 0.17%
207,295
-52,132
138
$61M 0.17%
843,932
+8,425
139
$60.3M 0.17%
181,454
+2,917
140
$60.3M 0.17%
346,835
-93,291
141
$60.3M 0.17%
217,084
-1,921
142
$60.3M 0.17%
562,159
+4,411
143
$60.2M 0.17%
156,661
-77,674
144
$59.9M 0.17%
363,228
-5,955
145
$59.3M 0.16%
741,928
+10,195
146
$59.3M 0.16%
354,528
-48,950
147
$59.1M 0.16%
137,557
-472
148
$59M 0.16%
1,058,816
-72,690
149
$58.8M 0.16%
1,713,416
-74,046
150
$57.8M 0.16%
140,201
+1,715
4 5
6
7 8