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
826
$910K 0.01%
50,032
-6,996
827
$908K 0.01%
+36,274
828
$906K 0.01%
18,051
+587
829
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18,568
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830
$900K 0.01%
80,213
-20,365
831
$899K 0.01%
10,062
-24
832
$899K 0.01%
+13,738
833
$898K 0.01%
35,952
-13,102
834
$897K 0.01%
21,200
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835
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12,312
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$882K 0.01%
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837
$877K 0.01%
13,690
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838
$877K 0.01%
36,304
-51,821
839
$863K 0.01%
23,429
-2,362
840
$861K 0.01%
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841
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16,894
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843
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11,875
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844
$848K 0.01%
8,858
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845
$840K 0.01%
59,340
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846
$839K 0.01%
13,515
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847
$835K 0.01%
25,261
+16,272
848
$826K 0.01%
24,430
+2,476
849
$825K 0.01%
27,230
+6,690
850
$823K 0.01%
31,153
+1,826
32 33
34
35 36