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
1076
$338K ﹤0.01%
10,052
-89,412
1077
$338K ﹤0.01%
6,916
-280
1078
$335K ﹤0.01%
+11,103
1079
$334K ﹤0.01%
6,988
+442
1080
$333K ﹤0.01%
320
-3
1081
$331K ﹤0.01%
+8,000
1082
$330K ﹤0.01%
10,290
1083
$330K ﹤0.01%
8,777
-2,776
1084
$329K ﹤0.01%
11,166
-4,594
1085
$329K ﹤0.01%
+5,236
1086
$328K ﹤0.01%
4,989
+1,045
1087
$328K ﹤0.01%
4,726
1088
$328K ﹤0.01%
13,572
+4,126
1089
$327K ﹤0.01%
5,724
1090
$325K ﹤0.01%
10,025
+840
1091
$324K ﹤0.01%
15,146
-9,238
1092
$323K ﹤0.01%
+15,710
1093
$322K ﹤0.01%
6,719
-3,087
1094
$321K ﹤0.01%
+1,682
1095
$321K ﹤0.01%
16,267
+458
1096
$320K ﹤0.01%
32,515
+1,225
1097
$318K ﹤0.01%
14,965
-750
1098
$318K ﹤0.01%
29,385
-18,702
1099
$318K ﹤0.01%
+5,176
1100
$314K ﹤0.01%
16,903
+4,900
42 43
44
45 46