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
1626
$245K ﹤0.01%
4,323
-2,076
1627
$245K ﹤0.01%
5,587
-736
1628
$244K ﹤0.01%
11,801
-204
1629
$244K ﹤0.01%
29,010
+5,760
1630
$244K ﹤0.01%
3,777
-217
1631
$244K ﹤0.01%
1,840
-3,580
1632
$244K ﹤0.01%
14,856
-12,691
1633
$242K ﹤0.01%
+1,353
1634
$241K ﹤0.01%
3,480
-74
1635
$241K ﹤0.01%
+8,387
1636
$241K ﹤0.01%
6,482
+488
1637
$240K ﹤0.01%
4,194
-79
1638
$240K ﹤0.01%
26,399
1639
$239K ﹤0.01%
11,265
1640
$239K ﹤0.01%
4,600
-1
1641
$239K ﹤0.01%
+6,439
1642
$238K ﹤0.01%
5,823
+52
1643
$237K ﹤0.01%
1,391
-275
1644
$236K ﹤0.01%
+3,895
1645
$236K ﹤0.01%
+4,746
1646
$235K ﹤0.01%
1,368
+118
1647
$235K ﹤0.01%
10,096
+155
1648
$234K ﹤0.01%
7,908
+328
1649
$234K ﹤0.01%
4,925
1650
$234K ﹤0.01%
6,365
-73
64 65
66
67 68