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
1576
$283K ﹤0.01%
4,109
+66
1577
$283K ﹤0.01%
3,637
+540
1578
$282K ﹤0.01%
7,841
+14
1579
$280K ﹤0.01%
3,407
-12,913
1580
$280K ﹤0.01%
8,550
-1,338
1581
$279K ﹤0.01%
14,692
+177
1582
$278K ﹤0.01%
1,134
+57
1583
$276K ﹤0.01%
2,125
-52
1584
$273K ﹤0.01%
17,500
-1,000
1585
$273K ﹤0.01%
5,911
+107
1586
$273K ﹤0.01%
5,437
-27,066
1587
$272K ﹤0.01%
46,671
-699
1588
$272K ﹤0.01%
15,581
+3,429
1589
$272K ﹤0.01%
9,509
-3,465
1590
$270K ﹤0.01%
5,150
-120
1591
$269K ﹤0.01%
4,254
+9
1592
$269K ﹤0.01%
25,111
+21
1593
$269K ﹤0.01%
7,350
-67
1594
$269K ﹤0.01%
19,464
-363
1595
$268K ﹤0.01%
7,121
-279
1596
$267K ﹤0.01%
14,571
-672
1597
$266K ﹤0.01%
4,805
+26
1598
$266K ﹤0.01%
8,218
+1,638
1599
$265K ﹤0.01%
4,386
-1,000
1600
$265K ﹤0.01%
12,420
+174
62 63
64
65 66