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
601
$2.19M 0.01%
68,027
+62,417
602
$2.17M 0.01%
46,841
+9,030
603
$2.17M 0.01%
67,540
-10,012
604
$2.16M 0.01%
159,755
-9,955
605
$2.15M 0.01%
160,247
-63,612
606
$2.15M 0.01%
71,132
-54,929
607
$2.15M 0.01%
161,248
+6,112
608
$2.14M 0.01%
141,174
+120
609
$2.13M 0.01%
14,730
-15,255
610
$2.11M 0.01%
+52,731
611
$2.1M 0.01%
37,027
-832
612
$2.1M 0.01%
22,330
+9,491
613
$2.1M 0.01%
53,454
-79,417
614
$2.09M 0.01%
133,449
+1,371
615
$2.08M 0.01%
12,949
+444
616
$2.07M 0.01%
22,159
-22,809
617
$2.06M 0.01%
69,463
-147
618
$2.06M 0.01%
57,875
-15
619
$2.04M 0.01%
11,886
-11,718
620
$2.04M 0.01%
44,639
+2,480
621
$2.04M 0.01%
16,087
+225
622
$2.03M 0.01%
+41,367
623
$2.02M 0.01%
16,657
-1,788
624
$2.02M 0.01%
30,921
-1,932
625
$2.02M 0.01%
85,044
-1,275,909
23 24
25
26 27