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
1001
$485K ﹤0.01%
7,563
-275
1002
$483K ﹤0.01%
26,405
+5,638
1003
$483K ﹤0.01%
10,104
-1,003
1004
$482K ﹤0.01%
10,664
+358
1005
$480K ﹤0.01%
14,232
-168
1006
$474K ﹤0.01%
20,863
-3,563
1007
$473K ﹤0.01%
9,639
+300
1008
$473K ﹤0.01%
33,299
-1,155
1009
$473K ﹤0.01%
33,924
-1,252
1010
$472K ﹤0.01%
13,507
-9,199
1011
$471K ﹤0.01%
11,252
+422
1012
$465K ﹤0.01%
30,000
+14,999
1013
$456K ﹤0.01%
+27,768
1014
$456K ﹤0.01%
+20,810
1015
$453K ﹤0.01%
17,844
-381
1016
$449K ﹤0.01%
3,904
+2,151
1017
$447K ﹤0.01%
+25,906
1018
$445K ﹤0.01%
17,538
+637
1019
$444K ﹤0.01%
8,287
+2,352
1020
$443K ﹤0.01%
6,888
+1,192
1021
$442K ﹤0.01%
4,852
+1,020
1022
$439K ﹤0.01%
9,060
-58,056
1023
$439K ﹤0.01%
78,260
-10,486
1024
$439K ﹤0.01%
4,190
+867
1025
$436K ﹤0.01%
4,335
39 40
41
42 43