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
726
$1.32M 0.01%
44,322
-877
727
$1.31M 0.01%
104,741
+21,834
728
$1.31M 0.01%
21,781
+18,836
729
$1.31M 0.01%
49,851
+375
730
$1.31M 0.01%
15,837
+1,973
731
$1.3M 0.01%
+32,428
732
$1.29M 0.01%
140,134
+25,900
733
$1.28M 0.01%
28,878
-2,059
734
$1.27M 0.01%
21,467
-191
735
$1.26M 0.01%
17,749
+5,067
736
$1.26M 0.01%
33,732
-918
737
$1.25M 0.01%
23,895
-3,971
738
$1.25M 0.01%
49,405
-15,454
739
$1.24M 0.01%
160,158
+41,203
740
$1.24M 0.01%
58,992
+80
741
$1.24M 0.01%
57,026
-3,612
742
$1.24M 0.01%
+15,461
743
$1.24M 0.01%
10,263
+454
744
$1.24M 0.01%
25,056
-350
745
$1.23M 0.01%
62,298
+13,960
746
$1.23M 0.01%
36,117
+5,393
747
$1.22M 0.01%
44,515
+2,025
748
$1.22M 0.01%
50,688
+14,130
749
$1.21M 0.01%
8,066
-1,020
750
$1.21M 0.01%
87,640
+35,620
28 29
30
31 32