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
176
$21.9M 0.15%
140,995
+13,128
177
$21.9M 0.15%
844,496
-229,588
178
$21.9M 0.15%
172,073
+57,066
179
$21.8M 0.15%
327,157
+225,061
180
$21.8M 0.15%
158,715
+45,180
181
$21.7M 0.15%
140,766
-4,643
182
$21.6M 0.15%
716,525
-19,368
183
$21.5M 0.15%
114,533
+2,522
184
$21.4M 0.15%
358,340
-168,143
185
$21.3M 0.14%
248,434
+37,735
186
$20.7M 0.14%
297,370
+91,044
187
$20.6M 0.14%
679,133
-135,285
188
$20.6M 0.14%
545,872
+47,076
189
$20.6M 0.14%
431,975
+108,775
190
$20.4M 0.14%
391,667
-279,506
191
$20.3M 0.14%
147,263
+63,545
192
$20.3M 0.14%
208,482
-7,807
193
$19.9M 0.14%
223,597
+13,438
194
$19.8M 0.13%
179,241
+177,402
195
$19.7M 0.13%
740,032
-4,448
196
$19.7M 0.13%
579,307
+51,060
197
$19.7M 0.13%
330,592
-4,286
198
$19.4M 0.13%
212,470
+27,543
199
$19.3M 0.13%
165,476
+2,125
200
$18.9M 0.13%
274,693
+160,768
6 7
8
9 10