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
1726
$145K ﹤0.01%
16,775
-410
1727
$144K ﹤0.01%
+10,030
1728
$141K ﹤0.01%
12,786
-4,935
1729
$136K ﹤0.01%
13,114
-50
1730
$134K ﹤0.01%
16,404
+111
1731
$131K ﹤0.01%
17,200
1732
$129K ﹤0.01%
14,317
-86
1733
$127K ﹤0.01%
73,812
-1,723
1734
$125K ﹤0.01%
10,498
-265
1735
$121K ﹤0.01%
+12,391
1736
$121K ﹤0.01%
22,254
-2,200
1737
$121K ﹤0.01%
14,618
+1,451
1738
$117K ﹤0.01%
+10,054
1739
$115K ﹤0.01%
53,888
+14
1740
$106K ﹤0.01%
14,000
1741
$106K ﹤0.01%
17,293
-46,623
1742
$104K ﹤0.01%
10,454
1743
$104K ﹤0.01%
+10,000
1744
$99K ﹤0.01%
12,609
-297
1745
$98K ﹤0.01%
10,000
1746
$89K ﹤0.01%
11,536
-63,736
1747
$87K ﹤0.01%
38,162
1748
$85K ﹤0.01%
13,725
-525
1749
$84K ﹤0.01%
43,500
-1,675
1750
$80K ﹤0.01%
12,050
68 69
70
71 72