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
851
$821K 0.01%
57,622
-1,260
852
$820K 0.01%
50,998
+3,068
853
$817K 0.01%
27,488
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854
$812K 0.01%
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855
$812K 0.01%
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856
$805K 0.01%
32,117
+24,101
857
$804K 0.01%
+67,537
858
$803K 0.01%
31,120
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859
$800K 0.01%
23,987
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860
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861
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862
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117,398
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863
$794K 0.01%
6,630
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864
$793K 0.01%
39,241
+5,893
865
$791K 0.01%
11,290
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866
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24,188
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16,228
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$783K 0.01%
130,503
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50,736
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155,342
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871
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47,103
-31,691
872
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29,264
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873
$767K 0.01%
31,485
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874
$766K 0.01%
30,881
-30,397
875
$763K 0.01%
21,294
+3,171
33 34
35
36 37