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
1476
$358K ﹤0.01%
10,135
-845
1477
$357K ﹤0.01%
6,214
-1,640
1478
$356K ﹤0.01%
+20,033
1479
$356K ﹤0.01%
8,270
+2,836
1480
$355K ﹤0.01%
13,720
-527
1481
$353K ﹤0.01%
6,974
-222
1482
$352K ﹤0.01%
2,799
-42
1483
$351K ﹤0.01%
742
+26
1484
$351K ﹤0.01%
8,448
-28
1485
$349K ﹤0.01%
2,553
+2
1486
$349K ﹤0.01%
16,399
+3,178
1487
$349K ﹤0.01%
8,255
-231
1488
$348K ﹤0.01%
10,220
+270
1489
$347K ﹤0.01%
27,957
+1,887
1490
$346K ﹤0.01%
4,290
+300
1491
$346K ﹤0.01%
11,007
+167
1492
$345K ﹤0.01%
11,989
1493
$345K ﹤0.01%
2,639
-1,513
1494
$344K ﹤0.01%
+15,002
1495
$343K ﹤0.01%
8,259
-38
1496
$343K ﹤0.01%
22,500
1497
$342K ﹤0.01%
10,232
-89
1498
$342K ﹤0.01%
3,788
+55
1499
$340K ﹤0.01%
6,915
+38
1500
$339K ﹤0.01%
9,293
+1,118
58 59
60
61 62