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
1876
– –
-3,520
1877
– –
-373
1878
– –
-61,455
1879
– –
-65,000
1880
– –
-8,505
1881
– –
-10,411
1882
– –
-41,000
1883
– –
-7,852
1884
– –
-14,629
1885
– –
-29,500
1886
– –
-4,485
1887
– –
-261,351
1888
– –
-5,591
1889
– –
-6,012
1890
– –
-19,032
1891
– –
-245,801
1892
– –
-21,075
1893
– –
-325,464
1894
– –
-3,070
1895
– –
-10,242
1896
– –
-7,353
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