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
51
$63.9M 0.43%
1,777,178
+287,080
52
$63.3M 0.43%
368,533
+23,138
53
$61.8M 0.42%
1,210,950
+81,837
54
$61.2M 0.42%
597,619
+16,657
55
$59.8M 0.41%
811,822
+20,325
56
$59.8M 0.41%
240,138
+14,075
57
$59.8M 0.41%
402,092
+11,895
58
$58.9M 0.4%
1,772,380
+162,835
59
$58.1M 0.39%
838,553
-34,657
60
$57.4M 0.39%
932,226
+22,046
61
$56.5M 0.38%
317,465
+1,230
62
$55.2M 0.37%
679,107
+289,378
63
$55M 0.37%
747,575
+18,067
64
$53.8M 0.37%
463,498
+13,051
65
$53.6M 0.36%
661,111
+19,132
66
$52.9M 0.36%
1,171,317
+21,933
67
$52.1M 0.35%
63,558
+1,793
68
$52M 0.35%
779,910
+154,563
69
$51.8M 0.35%
1,213,813
+29,359
70
$50.9M 0.35%
273,775
+74,205
71
$50.8M 0.34%
568,745
+40,034
72
$49.7M 0.34%
385,003
+8,706
73
$49.2M 0.33%
233,293
+3,278
74
$49.2M 0.33%
264,617
+7,535
75
$49.2M 0.33%
346,730
+10,985
1 2
3
4 5