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
1026
$436K ﹤0.01%
5,814
+88
1027
$436K ﹤0.01%
11,714
-5,009
1028
$432K ﹤0.01%
3,556
+592
1029
$431K ﹤0.01%
11,125
-13,959
1030
$427K ﹤0.01%
29,410
-160,021
1031
$424K ﹤0.01%
7,832
-124
1032
$424K ﹤0.01%
25,590
-700
1033
$422K ﹤0.01%
72,499
-6,887
1034
$421K ﹤0.01%
+2,853
1035
$415K ﹤0.01%
8,515
1036
$413K ﹤0.01%
14,782
-2,981
1037
$412K ﹤0.01%
+17,576
1038
$407K ﹤0.01%
4,081
1039
$404K ﹤0.01%
22,449
-156
1040
$403K ﹤0.01%
+16,980
1041
$398K ﹤0.01%
7,481
-715
1042
$395K ﹤0.01%
7,124
+409
1043
$394K ﹤0.01%
19,322
+349
1044
$394K ﹤0.01%
12,208
-300
1045
$394K ﹤0.01%
9,143
+1,213
1046
$392K ﹤0.01%
44,312
-10,395
1047
$392K ﹤0.01%
6,915
-379
1048
$392K ﹤0.01%
12,301
+2,400
1049
$386K ﹤0.01%
6,552
-361
1050
$382K ﹤0.01%
12,087
+3,993
40 41
42
43 44