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
76
$49.1M 0.33%
276,450
+6,553
77
$49M 0.33%
475,579
+10,041
78
$48.9M 0.33%
3,739,188
+617,740
79
$48.9M 0.33%
199,597
+19,906
80
$48.5M 0.33%
617,166
+410,564
81
$48.4M 0.33%
496,183
+330,211
82
$48.1M 0.33%
451,600
-55,617
83
$47.5M 0.32%
1,130,580
+289,560
84
$45.8M 0.31%
349,303
+29,165
85
$45.6M 0.31%
689,624
+181,532
86
$45.3M 0.31%
185,120
+85,796
87
$44.9M 0.3%
386,308
+11,403
88
$44.1M 0.3%
595,304
+16,944
89
$43.4M 0.29%
269,170
+10,366
90
$43.3M 0.29%
330,279
+17,673
91
$43M 0.29%
142,855
+658
92
$42.9M 0.29%
1,126,982
+72,816
93
$42.8M 0.29%
508,458
+13,199
94
$42.6M 0.29%
1,019,071
+26,701
95
$42.3M 0.29%
107,732
+17,668
96
$42.2M 0.29%
274,972
+8,155
97
$41.9M 0.28%
302,001
+44,830
98
$41.9M 0.28%
735,555
-117,533
99
$40.6M 0.28%
623,758
+133,614
100
$40.6M 0.28%
1,763,454
-47,714
2 3
4
5 6