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
1851
– –
-8,768
1852
– –
-101,366
1853
– –
-2,269
1854
– –
-741
1855
– –
-27,940
1856
– –
-19,204
1857
– –
-6,428
1858
– –
-10,746
1859
– –
-9,757
1860
– –
-77,770
1861
– –
-72,626
1862
– –
-12,605
1863
– –
-3,792
1864
– –
-83,710
1865
– –
-944
1866
– –
-6,486
1867
– –
-33,375
1868
– –
-4,349
1869
– –
-5,558
1870
– –
-20,248
1871
– –
-13,584
1872
– –
-3,539
1873
– –
-20,250
1874
– –
-1,362
1875
– –
-11,629
72 73 74
75
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