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
26
$89.2M 0.61%
910,902
+111,555
27
$88.6M 0.6%
1,179,760
+108,820
28
$86.4M 0.59%
940,132
-53,515
29
$84.9M 0.58%
1,858,333
+199,346
30
$84M 0.57%
260,417
-3,934
31
$80M 0.54%
2,100,291
+861,587
32
$78.1M 0.53%
1,063,216
-164,388
33
$77.4M 0.53%
715,847
+216,852
34
$77.3M 0.52%
605,594
-6,139
35
$77.2M 0.52%
707,796
+65,388
36
$76.7M 0.52%
1,468,080
+93,480
37
$74.2M 0.5%
364,034
+28,194
38
$74M 0.5%
535,049
+35,059
39
$72.9M 0.5%
1,761,066
+74,525
40
$70.8M 0.48%
773,941
+194,736
41
$70.7M 0.48%
3,079,080
+81,375
42
$69.7M 0.47%
277,202
+73,651
43
$69.5M 0.47%
427,431
+11,841
44
$68.4M 0.46%
351,155
+33,736
45
$68.3M 0.46%
709,679
+114,483
46
$67.7M 0.46%
1,151,645
+454,875
47
$66.5M 0.45%
417,731
+40,098
48
$66.2M 0.45%
3,069,653
-134,476
49
$65.7M 0.45%
964,020
+1,958
50
$65.1M 0.44%
834,850
-76,887
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