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
201
$18.9M 0.13%
287,788
+23,745
202
$18.8M 0.13%
654,261
+149,212
203
$18.4M 0.13%
230,890
+21,339
204
$18.4M 0.12%
193,101
+130,440
205
$18.2M 0.12%
203,177
+122,860
206
$18M 0.12%
179,822
-11,299
207
$17.9M 0.12%
412,850
+190,386
208
$17.8M 0.12%
269,838
-12,400
209
$17.7M 0.12%
517,430
-77,993
210
$17.6M 0.12%
67,362
+11,132
211
$17.6M 0.12%
58,269
-2,130
212
$17.5M 0.12%
233,989
+178,782
213
$17.3M 0.12%
725,000
-49,131
214
$17.1M 0.12%
196,628
+71,570
215
$17M 0.12%
290,325
+137,861
216
$16.9M 0.12%
75,704
+8,501
217
$16.7M 0.11%
200,201
+18,217
218
$16.7M 0.11%
153,471
-17,802
219
$16.6M 0.11%
195,183
-816
220
$16.5M 0.11%
229,320
-50,638
221
$16.4M 0.11%
201,472
+55,389
222
$16.3M 0.11%
168,897
+35,792
223
$16.2M 0.11%
259,257
+40,239
224
$16M 0.11%
149,639
+21,820
225
$16M 0.11%
393,420
+50,989
7 8
9
10 11