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
451
$4.19M 0.03%
67,789
-8,913
452
$4.12M 0.03%
119,538
+5,214
453
$4.11M 0.03%
199,904
+115,557
454
$4.09M 0.03%
214,672
+23,571
455
$4.08M 0.03%
79,270
+40,466
456
$4.04M 0.03%
43,349
+36,540
457
$4.03M 0.03%
36,469
+678
458
$4M 0.03%
38,426
-2,553
459
$4M 0.03%
141,224
-2,014
460
$3.98M 0.03%
+152,940
461
$3.97M 0.03%
64,548
-36,164
462
$3.97M 0.03%
29,514
+18,041
463
$3.94M 0.03%
309,637
-206,317
464
$3.91M 0.03%
85,130
-1,380
465
$3.91M 0.03%
+203,743
466
$3.9M 0.03%
50,382
-1,834
467
$3.9M 0.03%
34,546
+3,181
468
$3.87M 0.03%
33,910
-22,167
469
$3.85M 0.03%
190,483
-4,953
470
$3.84M 0.03%
263,233
+159,878
471
$3.83M 0.03%
105,466
-3,114
472
$3.83M 0.03%
104,490
-51,943
473
$3.82M 0.03%
155,467
+3,421
474
$3.79M 0.03%
157,635
+134,995
475
$3.79M 0.03%
53,282
-118,982
17 18
19
20 21