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
676
$1.68M 0.01%
75,400
+5,975
677
$1.67M 0.01%
22,079
-1,651
678
$1.67M 0.01%
186,220
-333
679
$1.66M 0.01%
31,982
+6,860
680
$1.66M 0.01%
32,110
+12,983
681
$1.65M 0.01%
58,467
+4,511
682
$1.65M 0.01%
15,225
+10,241
683
$1.65M 0.01%
49,494
-1,728
684
$1.64M 0.01%
22,110
+1,900
685
$1.64M 0.01%
121,690
-108,209
686
$1.64M 0.01%
105,283
+5,241
687
$1.64M 0.01%
100,133
688
$1.63M 0.01%
77,692
+38,583
689
$1.62M 0.01%
31,443
+5,684
690
$1.61M 0.01%
123,640
+11,377
691
$1.6M 0.01%
33,918
-2,278
692
$1.6M 0.01%
41,477
+2,305
693
$1.6M 0.01%
22,167
+2,282
694
$1.58M 0.01%
234,322
-9,858
695
$1.56M 0.01%
27,895
+17,592
696
$1.56M 0.01%
45,682
-163,406
697
$1.55M 0.01%
29,832
-493
698
$1.55M 0.01%
12,941
-26,553
699
$1.52M 0.01%
67,575
-20,708
700
$1.52M 0.01%
41,318
-1,189
26 27
28
29 30