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
1,896
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
1826
– –
-3,944
1827
– –
-20,557
1828
– –
-111,409
1829
– –
-30,038
1830
– –
-6,601
1831
– –
-6,933
1832
– –
-11,652
1833
– –
-88,000
1834
– –
-2,906
1835
– –
-8,768
1836
– –
-101,366
1837
– –
-2,269
1838
– –
-19
1839
– –
-27,940
1840
– –
-19,204
1841
– –
-6,428
1842
– –
-10,746
1843
– –
-9,757
1844
– –
-77,770
1845
– –
-72,626
1846
– –
-12,605
1847
– –
-3,792
1848
– –
-83,710
1849
– –
-944
1850
– –
-6,486
72 73
74
75 76