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
951
$564K ﹤0.01%
552,919
-71,380
952
$564K ﹤0.01%
78,584
+65,727
953
$560K ﹤0.01%
54,615
+3,840
954
$558K ﹤0.01%
12,980
+6,949
955
$555K ﹤0.01%
35,897
+2,745
956
$548K ﹤0.01%
27,854
-8,084
957
$547K ﹤0.01%
24,568
-93,061
958
$546K ﹤0.01%
13,860
-31,932
959
$545K ﹤0.01%
20,400
960
$544K ﹤0.01%
21,128
-301
961
$543K ﹤0.01%
7,899
+1,332
962
$538K ﹤0.01%
13,102
-29
963
$537K ﹤0.01%
3,413
964
$535K ﹤0.01%
44,812
-676
965
$534K ﹤0.01%
17,652
-670
966
$533K ﹤0.01%
53,339
-394
967
$533K ﹤0.01%
18,849
-28,139
968
$532K ﹤0.01%
163,343
+21,743
969
$532K ﹤0.01%
+31,432
970
$530K ﹤0.01%
14,660
-1,224
971
$529K ﹤0.01%
18,291
+1,409
972
$527K ﹤0.01%
11,016
-29,356
973
$522K ﹤0.01%
+8,635
974
$522K ﹤0.01%
191,801
+14,450
975
$520K ﹤0.01%
6,177
-26
37 38
39
40 41