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
351
$7.24M 0.05%
295,206
+46,276
352
$7.24M 0.05%
120,716
+25,630
353
$7.23M 0.05%
43,020
+6,417
354
$7.18M 0.05%
122,115
+15,973
355
$7.17M 0.05%
24,568
+755
356
$7.13M 0.05%
196,646
-132,110
357
$7.07M 0.05%
54,932
+24,164
358
$7.04M 0.05%
48,441
-10,137
359
$7M 0.05%
255,597
-269,892
360
$6.97M 0.05%
81,349
+21,939
361
$6.96M 0.05%
709,749
-128,176
362
$6.93M 0.05%
83,269
+5,764
363
$6.88M 0.05%
84,868
+5,296
364
$6.88M 0.05%
62,832
+26,723
365
$6.86M 0.05%
99,095
-1,878
366
$6.76M 0.05%
144,942
-17,786
367
$6.74M 0.05%
111,701
-486
368
$6.72M 0.05%
144,125
-8,031
369
$6.71M 0.05%
62,349
-145,963
370
$6.69M 0.05%
167,179
-33,240
371
$6.67M 0.05%
107,013
+4
372
$6.62M 0.05%
86,135
+111
373
$6.51M 0.04%
41,820
+6,790
374
$6.49M 0.04%
123,190
+7,051
375
$6.39M 0.04%
17,113
-317
13 14
15
16 17