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
576
$2.48M 0.02%
46,088
+7,263
577
$2.48M 0.02%
207,733
+91,481
578
$2.48M 0.02%
9,425
-7,194
579
$2.47M 0.02%
56,330
+47,972
580
$2.47M 0.02%
73,060
-2,249
581
$2.46M 0.02%
155,370
+8,272
582
$2.46M 0.02%
104,854
-8,392
583
$2.45M 0.02%
47,867
-17,941
584
$2.43M 0.02%
35,899
-2,456
585
$2.42M 0.02%
143,729
-5,315
586
$2.4M 0.02%
9,805
-3,275
587
$2.36M 0.02%
25,476
+21,611
588
$2.34M 0.02%
27,725
-536
589
$2.32M 0.02%
120,808
-723
590
$2.32M 0.02%
250,177
+4,800
591
$2.31M 0.02%
33,779
+6,547
592
$2.28M 0.02%
42,790
-2,786
593
$2.27M 0.02%
34,845
+20,223
594
$2.26M 0.02%
53,319
-11,600
595
$2.26M 0.02%
13,956
+411
596
$2.25M 0.02%
52,304
+1,082
597
$2.24M 0.02%
68,703
-492
598
$2.22M 0.02%
39,070
+5,529
599
$2.21M 0.02%
214,075
+25,546
600
$2.2M 0.01%
43,656
+21,180
22 23
24
25 26