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
1701
$201K ﹤0.01%
12,412
1702
$200K ﹤0.01%
3,845
-30
1703
$200K ﹤0.01%
3,268
-398
1704
$199K ﹤0.01%
12,608
+240
1705
$196K ﹤0.01%
23,446
-1,150
1706
$189K ﹤0.01%
+10,880
1707
$187K ﹤0.01%
+2,592
1708
$187K ﹤0.01%
+16,961
1709
$186K ﹤0.01%
30,548
1710
$185K ﹤0.01%
18,488
-4,012
1711
$178K ﹤0.01%
18,216
-4,423
1712
$177K ﹤0.01%
20,441
-2,422
1713
$174K ﹤0.01%
47,532
-3,290
1714
$171K ﹤0.01%
44,267
+13,237
1715
$169K ﹤0.01%
22,061
-1,991
1716
$164K ﹤0.01%
17,162
+263
1717
$161K ﹤0.01%
13,012
1718
$155K ﹤0.01%
20,650
-1,730
1719
$154K ﹤0.01%
20,124
+6
1720
$152K ﹤0.01%
21,690
1721
$152K ﹤0.01%
16,501
1722
$150K ﹤0.01%
+38,453
1723
$147K ﹤0.01%
+10,661
1724
$147K ﹤0.01%
7,545
+17
1725
$146K ﹤0.01%
20,750
-750
67 68
69
70 71