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
1676
$217K ﹤0.01%
3,303
+601
1677
$216K ﹤0.01%
4,014
-13,353
1678
$215K ﹤0.01%
25,971
+39
1679
$213K ﹤0.01%
8,828
1680
$212K ﹤0.01%
+8,360
1681
$212K ﹤0.01%
19,234
-8,311
1682
$212K ﹤0.01%
1,524
+267
1683
$211K ﹤0.01%
2,388
-4,993
1684
$211K ﹤0.01%
+8,097
1685
$210K ﹤0.01%
+4,051
1686
$209K ﹤0.01%
11,456
+19
1687
$208K ﹤0.01%
9,762
-4,238
1688
$208K ﹤0.01%
4,575
-193
1689
$207K ﹤0.01%
3,995
-2,863
1690
$207K ﹤0.01%
2,717
-188
1691
$206K ﹤0.01%
3,762
-674
1692
$206K ﹤0.01%
6,063
1693
$206K ﹤0.01%
26,813
-407
1694
$205K ﹤0.01%
15,405
-922
1695
$205K ﹤0.01%
11,052
1696
$205K ﹤0.01%
1,410
+45
1697
$204K ﹤0.01%
31,660
+4,120
1698
$203K ﹤0.01%
2,507
-301
1699
$202K ﹤0.01%
+9,901
1700
$202K ﹤0.01%
31,091
66 67
68
69 70