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
526
$3M 0.02%
162,429
+147,626
527
$2.99M 0.02%
259,558
-12,330
528
$2.98M 0.02%
35,442
+13,738
529
$2.95M 0.02%
55,949
+7,585
530
$2.92M 0.02%
96,637
-8,321
531
$2.91M 0.02%
77,978
+3,790
532
$2.89M 0.02%
15,190
+12,741
533
$2.88M 0.02%
29,505
+24,020
534
$2.88M 0.02%
21,520
+7,296
535
$2.87M 0.02%
56,591
+39,569
536
$2.86M 0.02%
39,883
-3,133
537
$2.85M 0.02%
112,212
+94,266
538
$2.83M 0.02%
121,625
-15,932
539
$2.83M 0.02%
151,218
+16,373
540
$2.82M 0.02%
24,542
+21,345
541
$2.82M 0.02%
55,037
-38,737
542
$2.81M 0.02%
32,968
-831
543
$2.8M 0.02%
34,389
-20,324
544
$2.8M 0.02%
32,215
+5,302
545
$2.8M 0.02%
150,205
-6,395
546
$2.79M 0.02%
166,968
+67,806
547
$2.78M 0.02%
104,813
-40,088
548
$2.77M 0.02%
60,882
+2,445
549
$2.76M 0.02%
43,431
-14,354
550
$2.75M 0.02%
102,660
-68,590
20 21
22
23 24