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
176
$48.6M 0.13%
216,981
+35,696
177
$48.6M 0.13%
817,599
+12,739
178
$48.1M 0.13%
539,910
+12,174
179
$48.1M 0.13%
233,164
+220,282
180
$47.9M 0.13%
642,813
+9,137
181
$47.8M 0.13%
379,372
+5,168
182
$47.4M 0.13%
679,739
+38,977
183
$47.2M 0.13%
270,171
+14,073
184
$46.7M 0.13%
963,510
+14,094
185
$46.7M 0.13%
1,409,236
-398,902
186
$45.9M 0.13%
341,917
+7,959
187
$45.8M 0.13%
454,924
+7,203
188
$45.5M 0.13%
124,239
-31,330
189
$44.6M 0.12%
256,076
+3,679
190
$44.1M 0.12%
554,903
-119,730
191
$43.5M 0.12%
409,280
-425
192
$43.3M 0.12%
2,270,094
+33,067
193
$42.7M 0.12%
218,600
-23,362
194
$42.4M 0.12%
1,079,906
-214,338
195
$41.7M 0.12%
163,041
+19,131
196
$41.5M 0.12%
1,015,332
+897,980
197
$41.4M 0.11%
300,999
+23,561
198
$41M 0.11%
136,968
+22,646
199
$40.8M 0.11%
329,358
-523
200
$40.8M 0.11%
383,868
-134,506
6 7
8
9 10