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
626
$2.01M 0.01%
95,358
-15
627
$2M 0.01%
24,008
-301
628
$2M 0.01%
52,658
+353
629
$2M 0.01%
191,982
+34,955
630
$2M 0.01%
59,737
+17,076
631
$1.99M 0.01%
15,947
+447
632
$1.98M 0.01%
+59,140
633
$1.97M 0.01%
52,230
+22,421
634
$1.96M 0.01%
49,627
-2,638
635
$1.96M 0.01%
176,823
-48,132
636
$1.95M 0.01%
17,936
+715
637
$1.94M 0.01%
18,575
+1,546
638
$1.94M 0.01%
1,537
+39
639
$1.94M 0.01%
147,120
+122,960
640
$1.93M 0.01%
1,544
+45
641
$1.93M 0.01%
11,514
+467
642
$1.93M 0.01%
+20,702
643
$1.93M 0.01%
44,854
+1,124
644
$1.92M 0.01%
29,790
-305,148
645
$1.91M 0.01%
23,700
-11,714
646
$1.91M 0.01%
89,033
-213,121
647
$1.91M 0.01%
144,223
+8,421
648
$1.9M 0.01%
46,271
-11,177
649
$1.89M 0.01%
52,427
+8,497
650
$1.88M 0.01%
34,876
+636
24 25
26
27 28