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
426
$4.76M 0.03%
499,014
+4,862
427
$4.75M 0.03%
266,255
-710
428
$4.74M 0.03%
138,647
+65,940
429
$4.74M 0.03%
38,127
+16,091
430
$4.73M 0.03%
97,204
+5,473
431
$4.72M 0.03%
80,026
-7,637
432
$4.69M 0.03%
55,055
+6,133
433
$4.66M 0.03%
22,245
+16,669
434
$4.66M 0.03%
110,245
-50,342
435
$4.54M 0.03%
414,913
+58,824
436
$4.44M 0.03%
84,520
+3,449
437
$4.39M 0.03%
45,995
+4,696
438
$4.38M 0.03%
65,622
-2,547
439
$4.37M 0.03%
80,641
-60,033
440
$4.35M 0.03%
53,326
-35,415
441
$4.34M 0.03%
89,524
+788
442
$4.34M 0.03%
101,681
-5,594
443
$4.32M 0.03%
384,683
+91,216
444
$4.31M 0.03%
25,831
+2,831
445
$4.29M 0.03%
355,058
-49,914
446
$4.27M 0.03%
32,822
-11,129
447
$4.24M 0.03%
42,037
+1,831
448
$4.23M 0.03%
68,233
+1,179
449
$4.23M 0.03%
67,001
+23,585
450
$4.2M 0.03%
62,642
+631
16 17
18
19 20