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
201
$40.4M 0.11%
642,612
+102,531
202
$39.8M 0.11%
632,052
-121,876
203
$39.7M 0.11%
193,958
-6,636
204
$39.7M 0.11%
566,028
-84,460
205
$39.1M 0.11%
415,734
+37,427
206
$38.8M 0.11%
287,178
-5,656
207
$38.8M 0.11%
134,831
+28,065
208
$38.3M 0.11%
1,073,980
+287,437
209
$37.9M 0.11%
683,770
-98,466
210
$37.5M 0.1%
78,760
+4,009
211
$37.4M 0.1%
164,713
+3,006
212
$37.4M 0.1%
564,593
-118,929
213
$37.1M 0.1%
124,794
+6,185
214
$36.5M 0.1%
470,846
+10,939
215
$36.2M 0.1%
701,580
+189,158
216
$35.9M 0.1%
660,405
+1,883
217
$35.9M 0.1%
167,899
+56,069
218
$35.8M 0.1%
342,159
+331,764
219
$35.7M 0.1%
1,300,432
+47,322
220
$35.3M 0.1%
591,695
-3,946
221
$35.2M 0.1%
878,660
-13,609
222
$34.8M 0.1%
287,002
+229,814
223
$34.5M 0.1%
222,176
+5,409
224
$34.1M 0.09%
152,920
+44,306
225
$33.7M 0.09%
253,353
+39,845
7 8
9
10 11