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
$14.7B
AUM Growth
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$69.1M
2
+$36.2M
3
+$32.8M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$32.3M
5
UPS icon
United Parcel Service
UPS
+$32.2M

Top Sells

1
+$41.6M
2
+$37M
3
+$36.4M
4
JBHT icon
JB Hunt Transport Services
JBHT
+$31.1M
5
LKQ icon
LKQ Corp
LKQ
+$30.3M

Sector Composition

1 Technology 15.81%
2 Healthcare 12.16%
3 Industrials 10.13%
4 Financials 9.88%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16M 0.11%
251,970
+105,486
227
$16M 0.11%
95,515
-114,329
228
$15.9M 0.11%
285,275
+18,585
229
$15.8M 0.11%
542,915
+239,281
230
$15.7M 0.11%
276,194
+150,748
231
$15.7M 0.11%
395,008
+380,689
232
$15.6M 0.11%
331,284
-18,279
233
$15.6M 0.11%
104,443
+1,607
234
$15.6M 0.11%
196,964
+101,302
235
$15.5M 0.11%
227,223
+6,401
236
$15.4M 0.1%
240,339
-139,200
237
$15.4M 0.1%
169,457
+86,120
238
$15.2M 0.1%
95,257
+21,019
239
$14.9M 0.1%
216,026
-22,080
240
$14.8M 0.1%
241,186
+4,898
241
$14.6M 0.1%
148,867
+32,735
242
$14.6M 0.1%
518,691
+11,785
243
$14.4M 0.1%
540,308
+42,126
244
$14.2M 0.1%
64,488
+1,121
245
$14M 0.1%
209,567
+30,051
246
$13.4M 0.09%
458,137
+347,384
247
$13.4M 0.09%
525,130
+96,100
248
$13.2M 0.09%
197,182
+18,892
249
$13M 0.09%
20,822
+368
250
$13M 0.09%
210,241
-182,941
8 9
10
11 12