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
651
$1.88M 0.01%
90,638
-3,450
652
$1.88M 0.01%
46,355
+739
653
$1.86M 0.01%
92,314
+2,253
654
$1.85M 0.01%
35,798
-4,628
655
$1.85M 0.01%
24,953
-975
656
$1.84M 0.01%
27,350
+1,986
657
$1.84M 0.01%
194,355
+17,644
658
$1.84M 0.01%
103,950
+1,596
659
$1.83M 0.01%
105,900
+46,787
660
$1.83M 0.01%
16,878
-1,254
661
$1.81M 0.01%
57,057
-18,651
662
$1.79M 0.01%
+62,574
663
$1.79M 0.01%
6,116
+4,460
664
$1.79M 0.01%
40,180
-745
665
$1.78M 0.01%
77,437
+2,348
666
$1.77M 0.01%
11,034
-2,436
667
$1.77M 0.01%
21,261
-3,395
668
$1.76M 0.01%
174,675
-1,736
669
$1.75M 0.01%
17,406
+657
670
$1.74M 0.01%
9,886
-210,386
671
$1.71M 0.01%
22,421
+1,506
672
$1.71M 0.01%
22,356
+16,327
673
$1.7M 0.01%
73,436
674
$1.69M 0.01%
104,130
+465
675
$1.68M 0.01%
103,964
-5,221
25 26
27
28 29