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
1651
$232K ﹤0.01%
8,928
-4,115
1652
$232K ﹤0.01%
11,714
-21,778
1653
$232K ﹤0.01%
7,594
1654
$232K ﹤0.01%
64,463
+3,046
1655
$231K ﹤0.01%
18,677
+1,091
1656
$231K ﹤0.01%
15,971
+4,878
1657
$231K ﹤0.01%
8,124
+7
1658
$231K ﹤0.01%
4,260
-1,160
1659
$231K ﹤0.01%
12,728
-1,293
1660
$231K ﹤0.01%
+2,707
1661
$231K ﹤0.01%
2,880
-412
1662
$230K ﹤0.01%
43,450
-1,000
1663
$228K ﹤0.01%
10,635
-719
1664
$228K ﹤0.01%
+19,000
1665
$227K ﹤0.01%
1,552
-164
1666
$227K ﹤0.01%
1,320
1667
$225K ﹤0.01%
+1,809
1668
$224K ﹤0.01%
6,724
-6,795
1669
$224K ﹤0.01%
9,214
+912
1670
$222K ﹤0.01%
+14,901
1671
$221K ﹤0.01%
1,343
+167
1672
$221K ﹤0.01%
+4,879
1673
$221K ﹤0.01%
5,000
-1,457
1674
$220K ﹤0.01%
8,400
1675
$218K ﹤0.01%
6,875
-578
65 66
67
68 69