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
301
$9.46M 0.06%
298,988
-30,613
302
$9.41M 0.06%
234,288
-30,820
303
$9.41M 0.06%
402,156
+1,676
304
$9.38M 0.06%
167,259
+4,394
305
$9.3M 0.06%
180,076
-180,822
306
$9.3M 0.06%
91,927
+14,536
307
$9.2M 0.06%
116,536
+56,525
308
$9.05M 0.06%
153,057
-1,158
309
$9.03M 0.06%
51,984
+19,359
310
$8.99M 0.06%
151,133
+106,683
311
$8.98M 0.06%
425,897
+36,356
312
$8.98M 0.06%
39,097
-243
313
$8.96M 0.06%
559,148
+167,020
314
$8.93M 0.06%
149,140
-42,471
315
$8.78M 0.06%
149,004
-5,780
316
$8.74M 0.06%
97,140
-110,398
317
$8.73M 0.06%
114,387
+32,704
318
$8.72M 0.06%
166,411
+29,176
319
$8.71M 0.06%
56,487
+4,750
320
$8.65M 0.06%
125,589
+54,531
321
$8.54M 0.06%
129,711
+26,244
322
$8.5M 0.06%
118,950
-39,072
323
$8.4M 0.06%
107,698
+46,138
324
$8.38M 0.06%
72,980
+6,036
325
$8.07M 0.05%
152,649
+2,027
11 12
13
14 15