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
476
$3.75M 0.03%
86,152
-5,577
477
$3.75M 0.03%
148,408
+3,451
478
$3.75M 0.03%
46,977
+2,099
479
$3.73M 0.03%
88,641
-16,461
480
$3.73M 0.03%
227,407
-114,830
481
$3.72M 0.03%
143,021
+65,937
482
$3.72M 0.03%
44,509
+1,600
483
$3.71M 0.03%
71,275
+3,141
484
$3.64M 0.02%
106,562
-19,127
485
$3.62M 0.02%
53,248
-5,353
486
$3.59M 0.02%
27,807
-13,332
487
$3.59M 0.02%
208,105
+16,799
488
$3.58M 0.02%
76,196
+4,067
489
$3.58M 0.02%
66,840
+22,776
490
$3.57M 0.02%
81,846
+7,420
491
$3.57M 0.02%
31,537
+23,246
492
$3.53M 0.02%
79,958
-22,460
493
$3.5M 0.02%
131,803
-26,020
494
$3.48M 0.02%
31,973
-3,189
495
$3.46M 0.02%
20,900
+16,947
496
$3.45M 0.02%
35,965
+14,347
497
$3.44M 0.02%
449,927
-198,240
498
$3.43M 0.02%
102,124
-155,920
499
$3.43M 0.02%
42,208
+37,650
500
$3.34M 0.02%
130,388
+2,377
18 19
20
21 22