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
126
$31.9M 0.22%
201,674
+11,977
127
$31.9M 0.22%
185,950
+2,854
128
$31.7M 0.22%
240,321
+51,802
129
$31.7M 0.21%
476,116
-215,860
130
$31.6M 0.21%
1,447,047
-34,166
131
$31.2M 0.21%
490,624
+10,680
132
$30.7M 0.21%
411,214
-34,263
133
$30.6M 0.21%
588,032
-51,245
134
$30M 0.2%
130,519
+3,890
135
$29.8M 0.2%
261,551
+20,003
136
$29.7M 0.2%
486,962
+8,602
137
$29.6M 0.2%
801,151
+5,218
138
$29.4M 0.2%
222,764
+4,146
139
$29.4M 0.2%
473,996
+426,536
140
$29.4M 0.2%
118,405
-82,409
141
$28.8M 0.2%
662,088
+247,764
142
$28.7M 0.19%
750,800
+17,076
143
$28.2M 0.19%
192,032
+92,009
144
$27.9M 0.19%
323,664
+124,559
145
$27.9M 0.19%
259,879
+6,748
146
$27.9M 0.19%
85,700
+22,224
147
$27.4M 0.19%
760,739
-369,162
148
$27.3M 0.19%
160,544
+19,312
149
$27.1M 0.18%
214,251
+42,856
150
$26.9M 0.18%
88
-1
4 5
6
7 8