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
1501
$339K ﹤0.01%
3,553
+1,141
1502
$336K ﹤0.01%
11,100
+200
1503
$335K ﹤0.01%
+3,928
1504
$335K ﹤0.01%
16,832
+3,157
1505
$334K ﹤0.01%
1,774
+217
1506
$332K ﹤0.01%
3,468
-65
1507
$332K ﹤0.01%
11,242
-860
1508
$330K ﹤0.01%
5,928
+351
1509
$329K ﹤0.01%
10,752
-220
1510
$329K ﹤0.01%
4,415
-100
1511
$327K ﹤0.01%
12,626
+62
1512
$327K ﹤0.01%
4,366
-1,753
1513
$326K ﹤0.01%
11,984
-27,500
1514
$326K ﹤0.01%
9,400
1515
$326K ﹤0.01%
+3,244
1516
$325K ﹤0.01%
5,152
+16
1517
$324K ﹤0.01%
1,796
-106
1518
$324K ﹤0.01%
10,365
-460
1519
$324K ﹤0.01%
23,194
+3,801
1520
$323K ﹤0.01%
65,691
-2,436
1521
$323K ﹤0.01%
+2,938
1522
$323K ﹤0.01%
4,760
-78
1523
$323K ﹤0.01%
9,336
-1,770
1524
$323K ﹤0.01%
21,277
1525
$323K ﹤0.01%
+11,295
59 60
61
62 63