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
1051
$382K ﹤0.01%
10,854
+72
1052
$382K ﹤0.01%
73,376
-1,261
1053
$378K ﹤0.01%
36,118
-31,254
1054
$377K ﹤0.01%
4,000
-222
1055
$375K ﹤0.01%
6,711
+1,322
1056
$373K ﹤0.01%
4,528
+1,238
1057
$371K ﹤0.01%
500
1058
$369K ﹤0.01%
14,292
-2,145
1059
$368K ﹤0.01%
9,627
+1,700
1060
$367K ﹤0.01%
9,261
-1,078
1061
$366K ﹤0.01%
22,232
1062
$363K ﹤0.01%
4,564
-1,697
1063
$359K ﹤0.01%
2,509
-345
1064
$359K ﹤0.01%
2,065
-1,319
1065
$355K ﹤0.01%
7,494
1066
$354K ﹤0.01%
18,549
-1,899
1067
$354K ﹤0.01%
1,959
+30
1068
$353K ﹤0.01%
12,843
-2,703
1069
$353K ﹤0.01%
77,712
-1,161
1070
$349K ﹤0.01%
8,680
-1
1071
$348K ﹤0.01%
12,156
-57,582
1072
$348K ﹤0.01%
15,497
-282
1073
$345K ﹤0.01%
+34,551
1074
$344K ﹤0.01%
27,952
-18,281
1075
$342K ﹤0.01%
2,561
-58
41 42
43
44 45