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
901
$684K ﹤0.01%
+6,403
902
$683K ﹤0.01%
16,422
+1,002
903
$682K ﹤0.01%
136,887
-2,144
904
$680K ﹤0.01%
10,448
-84
905
$670K ﹤0.01%
10,467
+6,625
906
$666K ﹤0.01%
78,775
+3,389
907
$657K ﹤0.01%
23,422
+15,770
908
$650K ﹤0.01%
5,704
+1
909
$648K ﹤0.01%
14,896
-3,442
910
$644K ﹤0.01%
38,674
-894
911
$640K ﹤0.01%
11,108
-610
912
$637K ﹤0.01%
6,782
-888
913
$631K ﹤0.01%
2,575
-86
914
$627K ﹤0.01%
31,412
+9,299
915
$627K ﹤0.01%
56,509
-691
916
$626K ﹤0.01%
39,275
-744
917
$625K ﹤0.01%
7,715
-45
918
$624K ﹤0.01%
8,672
+208
919
$622K ﹤0.01%
105,500
-51,502
920
$621K ﹤0.01%
6,043
-1,033
921
$620K ﹤0.01%
5,881
-1,043
922
$620K ﹤0.01%
25,080
-150
923
$618K ﹤0.01%
34,162
-3,616
924
$617K ﹤0.01%
25,461
-5,927
925
$612K ﹤0.01%
3,860
-4,541
35 36
37
38 39