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
551
$2.73M 0.02%
+62,840
552
$2.73M 0.02%
134,515
-230
553
$2.72M 0.02%
50,718
+22,382
554
$2.71M 0.02%
88,605
-23,160
555
$2.71M 0.02%
70,452
-3,538
556
$2.7M 0.02%
22,046
+18,581
557
$2.66M 0.02%
66,906
+6,280
558
$2.65M 0.02%
193,851
-163
559
$2.65M 0.02%
13,249
-232
560
$2.65M 0.02%
75,658
-1,643
561
$2.63M 0.02%
54,552
+4,327
562
$2.62M 0.02%
400,267
+162,154
563
$2.62M 0.02%
52,173
+36,194
564
$2.61M 0.02%
45,952
+41,619
565
$2.6M 0.02%
54,856
+11,878
566
$2.59M 0.02%
33,797
-418
567
$2.59M 0.02%
87,206
-89,135
568
$2.58M 0.02%
16,173
+936
569
$2.58M 0.02%
91,364
-98,420
570
$2.57M 0.02%
57,523
+10,108
571
$2.56M 0.02%
59,425
-2,421
572
$2.54M 0.02%
57,868
+28,712
573
$2.54M 0.02%
191,244
-48,023
574
$2.5M 0.02%
49,750
+6,191
575
$2.48M 0.02%
23,184
+109
21 22
23
24 25