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
501
$3.34M 0.02%
45,603
+903
502
$3.34M 0.02%
163,206
+6,274
503
$3.29M 0.02%
+22,850
504
$3.27M 0.02%
39,519
-10,032
505
$3.26M 0.02%
36,054
-938
506
$3.24M 0.02%
210,567
+140,163
507
$3.23M 0.02%
137,134
-1,516
508
$3.19M 0.02%
85,916
+1,559
509
$3.19M 0.02%
65,720
-3,934
510
$3.13M 0.02%
154,839
+143,380
511
$3.12M 0.02%
881
+106
512
$3.12M 0.02%
55,504
-294,092
513
$3.11M 0.02%
43,334
-2,116
514
$3.11M 0.02%
46,838
-566
515
$3.08M 0.02%
51,934
-14,761
516
$3.08M 0.02%
33,363
+1,502
517
$3.07M 0.02%
73,342
-216,959
518
$3.06M 0.02%
139,929
-51,106
519
$3.05M 0.02%
73,496
+3,572
520
$3.05M 0.02%
120,738
+1,996
521
$3.04M 0.02%
36,511
+30,331
522
$3.03M 0.02%
52,868
-155,497
523
$3.03M 0.02%
351,000
-51,500
524
$3.03M 0.02%
65,472
-597
525
$3M 0.02%
71,116
+26,388
19 20
21
22 23