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
251
$12.5M 0.08%
132,357
+8,456
252
$12.5M 0.08%
207,398
+4,972
253
$12.4M 0.08%
237,494
-4,834
254
$12.4M 0.08%
94,214
+83,033
255
$12.2M 0.08%
104,853
-5,594
256
$12.1M 0.08%
107,021
-7,545
257
$12M 0.08%
232,120
+29,999
258
$12M 0.08%
245,056
-51,106
259
$11.7M 0.08%
236,728
+35,723
260
$11.7M 0.08%
370,373
+37,078
261
$11.7M 0.08%
100,472
+28,150
262
$11.6M 0.08%
193,862
-4,522
263
$11.6M 0.08%
563,040
-79,254
264
$11.6M 0.08%
75,343
+6,497
265
$11.5M 0.08%
73,167
+15,542
266
$11.4M 0.08%
210,798
-28,929
267
$11.4M 0.08%
218,116
+3,432
268
$11.3M 0.08%
247,830
+2,153
269
$11.3M 0.08%
306,274
+17,820
270
$11.2M 0.08%
+71,990
271
$11.2M 0.08%
192,572
+19,698
272
$11.1M 0.08%
147,325
+77,976
273
$11.1M 0.08%
124,070
-7,343
274
$11M 0.07%
282,490
-117,373
275
$11M 0.07%
254,096
+14,028
9 10
11
12 13