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
101
$40.5M 0.27%
268,865
+8,067
102
$40.4M 0.27%
664,026
-76,461
103
$39.6M 0.27%
1,201,864
+33,298
104
$39.1M 0.27%
305,708
+8,152
105
$38.6M 0.26%
281,897
+60,949
106
$38.3M 0.26%
2,016,927
-641,415
107
$38.3M 0.26%
571,528
+79,637
108
$38.3M 0.26%
1,552,823
+123,021
109
$38.2M 0.26%
877,360
+23,956
110
$37.9M 0.26%
414,876
+103,178
111
$37.8M 0.26%
795,032
+195,246
112
$37.8M 0.26%
407,820
+11,921
113
$37.7M 0.26%
280,945
+43,164
114
$37.3M 0.25%
1,201,041
+85,101
115
$37.2M 0.25%
252,576
+60,639
116
$36.1M 0.24%
170,696
+11,672
117
$36.1M 0.24%
290,933
+3,532
118
$35.6M 0.24%
569,296
+129,194
119
$35.1M 0.24%
20,405
+10,285
120
$34.7M 0.24%
401,240
-5,680
121
$34.5M 0.23%
733,853
+205,193
122
$34.4M 0.23%
353,330
+2,745
123
$34.1M 0.23%
983,557
+870,951
124
$33.9M 0.23%
750,853
-319,678
125
$33.2M 0.23%
252,994
+11,490
3 4
5
6 7