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
151
$57.4M 0.16%
1,045,974
-14,547
152
$57M 0.16%
812,089
-62,255
153
$56.9M 0.16%
208,066
+115,372
154
$56.9M 0.16%
350,210
+5,899
155
$56.7M 0.16%
1,038,459
+821,043
156
$56.6M 0.16%
630,104
+117,978
157
$56.2M 0.16%
663,343
+3,631
158
$56M 0.16%
281,555
+14,314
159
$55.7M 0.15%
1,599,204
+1,524,251
160
$55.3M 0.15%
543,337
+55,331
161
$54.7M 0.15%
374,106
+24,570
162
$54.3M 0.15%
1,290,499
+8,394
163
$54.1M 0.15%
260,636
+6,144
164
$54.1M 0.15%
2,071,000
+30,500
165
$54.1M 0.15%
351,929
+14,594
166
$54M 0.15%
228,257
+63,778
167
$53.4M 0.15%
592,719
+8,525
168
$52.8M 0.15%
1,076,427
+268,485
169
$52.2M 0.14%
1,095,656
+149,074
170
$52.2M 0.14%
282,181
+4,537
171
$51.7M 0.14%
108,647
+1,187
172
$50.7M 0.14%
211,908
+2,596
173
$50.7M 0.14%
331,173
-27,451
174
$48.9M 0.14%
699,134
-77,275
175
$48.6M 0.14%
1,635,178
+4,658
5 6
7
8 9