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
401
$5.48M 0.04%
73,279
-384
402
$5.47M 0.04%
+112,715
403
$5.46M 0.04%
117,343
+45,934
404
$5.43M 0.04%
274,898
-3,003
405
$5.42M 0.04%
109,882
+22,874
406
$5.4M 0.04%
241,900
-2,632
407
$5.38M 0.04%
93,894
-462
408
$5.35M 0.04%
258,273
-23,694
409
$5.26M 0.04%
119,711
+10,317
410
$5.25M 0.04%
275,209
-42,130
411
$5.21M 0.04%
268,895
-2,917
412
$5.21M 0.04%
+28,062
413
$5.08M 0.03%
44,163
+27,989
414
$5.07M 0.03%
425,483
-169,109
415
$5.07M 0.03%
154,788
-11,758
416
$5.07M 0.03%
88,583
-240
417
$5.06M 0.03%
107,685
-43,141
418
$5.01M 0.03%
214,745
+35,474
419
$4.97M 0.03%
94,558
-9,558
420
$4.95M 0.03%
275,755
+93,279
421
$4.91M 0.03%
64,043
422
$4.9M 0.03%
114,855
+12,150
423
$4.88M 0.03%
65,539
+5,650
424
$4.8M 0.03%
113,702
+12,597
425
$4.77M 0.03%
35,688
+9,077
15 16
17
18 19