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
1551
$303K ﹤0.01%
13,711
1552
$303K ﹤0.01%
18,261
+46
1553
$303K ﹤0.01%
+28,361
1554
$302K ﹤0.01%
13,746
-603
1555
$300K ﹤0.01%
16,621
+1,477
1556
$300K ﹤0.01%
+7,139
1557
$300K ﹤0.01%
17,864
-3
1558
$299K ﹤0.01%
3,996
+1,733
1559
$298K ﹤0.01%
2,673
-52
1560
$298K ﹤0.01%
9,416
+2,813
1561
$297K ﹤0.01%
3,981
1562
$296K ﹤0.01%
4,070
-694
1563
$296K ﹤0.01%
14,698
+3
1564
$295K ﹤0.01%
9,615
+3,365
1565
$292K ﹤0.01%
3,168
-277
1566
$290K ﹤0.01%
14,144
1567
$290K ﹤0.01%
10,400
-500
1568
$290K ﹤0.01%
31,606
+199
1569
$290K ﹤0.01%
13,690
-7,808
1570
$288K ﹤0.01%
2,144
-21
1571
$287K ﹤0.01%
14,015
+2,399
1572
$287K ﹤0.01%
2,792
+31
1573
$286K ﹤0.01%
3,518
-370
1574
$285K ﹤0.01%
21,914
-1,222
1575
$285K ﹤0.01%
15,662
+394
61 62
63
64 65