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
151
$26.8M 0.18%
318,210
+112,711
152
$26.6M 0.18%
169,405
+32,796
153
$26.5M 0.18%
+210,117
154
$26.2M 0.18%
575,896
+83,920
155
$26.2M 0.18%
526,755
-19,290
156
$26M 0.18%
564,367
-62,489
157
$25.8M 0.18%
174,111
+17,231
158
$25.5M 0.17%
183,462
+9,877
159
$25.4M 0.17%
2,744,449
+37,890
160
$25.4M 0.17%
537,448
+13,433
161
$25.2M 0.17%
1,422,678
+27,962
162
$25.1M 0.17%
263,167
+8,492
163
$24.9M 0.17%
827,248
+14,511
164
$24.2M 0.16%
209,447
+16,666
165
$24.2M 0.16%
1,496,381
-28,337
166
$24.2M 0.16%
625,186
+243,302
167
$24M 0.16%
506,127
-7,087
168
$23.9M 0.16%
+495,162
169
$23.8M 0.16%
1,071,675
+128,265
170
$23.2M 0.16%
164,624
+26,330
171
$22.9M 0.16%
252,059
+25,673
172
$22.8M 0.15%
328,332
-466
173
$22.5M 0.15%
675,617
-27,522
174
$22.3M 0.15%
241,775
+36,723
175
$22M 0.15%
256,437
+136,188
5 6
7
8 9