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
1751
$78K ﹤0.01%
10,000
1752
$76K ﹤0.01%
1,128
-8
1753
$73K ﹤0.01%
26,700
1754
$69K ﹤0.01%
13,322
-2,000
1755
$51K ﹤0.01%
10,373
-6,072
1756
$43K ﹤0.01%
20,393
1757
$36K ﹤0.01%
14,085
-572
1758
$32K ﹤0.01%
1,216
+807
1759
$31K ﹤0.01%
15,000
1760
$30K ﹤0.01%
3,003
-171,152
1761
$29K ﹤0.01%
10,818
+9
1762
$25K ﹤0.01%
1,274
+4
1763
$19K ﹤0.01%
10,000
1764
$8K ﹤0.01%
30,600
1765
$7K ﹤0.01%
15,611
1766
$3K ﹤0.01%
12,400
1767
– –
-57,283
1768
– –
-89,890
1769
– –
-4,002
1770
– –
-70,346
1771
– –
-74,115
1772
– –
-7,952
1773
– –
-1,434
1774
– –
-7,652
1775
– –
-6,286
69 70
71
72 73