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
801
$999K 0.01%
133,917
-1,158
802
$993K 0.01%
74,755
-10,888
803
$989K 0.01%
43,210
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183,330
-6,716
805
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+26,167
806
$982K 0.01%
26,453
807
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11,619
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808
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11,859
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809
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811
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$946K 0.01%
9,677
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815
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82,964
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$922K 0.01%
19,700
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821
$921K 0.01%
36,854
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822
$917K 0.01%
31,983
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823
$917K 0.01%
9,104
+2,723
824
$913K 0.01%
19,544
-28,951
825
$911K 0.01%
73,377
-380
31 32
33
34 35