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
376
$6.35M 0.04%
82,997
+60,396
377
$6.32M 0.04%
33,257
+26,823
378
$6.25M 0.04%
142,193
-12,425
379
$6.22M 0.04%
322,604
-36,034
380
$6.21M 0.04%
58,320
+19,469
381
$6.18M 0.04%
354,867
-40,679
382
$6.15M 0.04%
71,433
+1,571
383
$6.14M 0.04%
79,736
-70,988
384
$6.1M 0.04%
242,132
-5,675
385
$6.09M 0.04%
485,986
+191,618
386
$6.09M 0.04%
1,824,400
-806,160
387
$6.08M 0.04%
266,463
-32,703
388
$5.99M 0.04%
30,422
+13,426
389
$5.99M 0.04%
611,989
-11,076
390
$5.98M 0.04%
58,538
+21,391
391
$5.98M 0.04%
145,559
-18,241
392
$5.87M 0.04%
238,524
+10,862
393
$5.87M 0.04%
39,347
+1,712
394
$5.76M 0.04%
49,278
+375
395
$5.75M 0.04%
24,662
+2,910
396
$5.65M 0.04%
108,169
+3,695
397
$5.63M 0.04%
527,136
+88,226
398
$5.56M 0.04%
120,860
+115,789
399
$5.54M 0.04%
113,503
+908
400
$5.48M 0.04%
+297,055
14 15
16
17 18