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
926
$611K ﹤0.01%
26,855
+12,145
927
$610K ﹤0.01%
11,588
-904
928
$609K ﹤0.01%
9,951
929
$605K ﹤0.01%
5,122
-450
930
$602K ﹤0.01%
+5,860
931
$602K ﹤0.01%
14,653
+4,593
932
$601K ﹤0.01%
26,524
-152
933
$601K ﹤0.01%
20,120
-2,140
934
$601K ﹤0.01%
47,900
+12,427
935
$601K ﹤0.01%
52,339
+6,279
936
$601K ﹤0.01%
12,555
-4,624
937
$598K ﹤0.01%
57,795
+1,495
938
$598K ﹤0.01%
7,755
+3,501
939
$597K ﹤0.01%
24,239
+2,719
940
$590K ﹤0.01%
4,058
+1,909
941
$590K ﹤0.01%
13,206
-160
942
$589K ﹤0.01%
41,077
+3,646
943
$587K ﹤0.01%
35,185
-10,815
944
$584K ﹤0.01%
10,183
+4,741
945
$584K ﹤0.01%
23,767
-10,793
946
$582K ﹤0.01%
7,533
-1,258
947
$579K ﹤0.01%
25,177
-7,757
948
$575K ﹤0.01%
51,450
+904
949
$573K ﹤0.01%
16,447
-17,236
950
$565K ﹤0.01%
7,967
+812
36 37
38
39 40