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
1101
$314K ﹤0.01%
6,203
+501
1102
$314K ﹤0.01%
7,896
+976
1103
$312K ﹤0.01%
+8,877
1104
$311K ﹤0.01%
+6,092
1105
$310K ﹤0.01%
2,755
-1
1106
$310K ﹤0.01%
+12,533
1107
$310K ﹤0.01%
5,884
-610
1108
$310K ﹤0.01%
6,134
-2,502
1109
$309K ﹤0.01%
9,509
+4,324
1110
$308K ﹤0.01%
8,237
+230
1111
$308K ﹤0.01%
231,941
-382,389
1112
$304K ﹤0.01%
9,158
-12,504
1113
$304K ﹤0.01%
9,574
-1,147,500
1114
$302K ﹤0.01%
+13,690
1115
$301K ﹤0.01%
7,180
+962
1116
$301K ﹤0.01%
21,340
+500
1117
$299K ﹤0.01%
+2,783
1118
$299K ﹤0.01%
11,828
+1,434
1119
$299K ﹤0.01%
2,906
+156
1120
$298K ﹤0.01%
42,965
+4,217
1121
$298K ﹤0.01%
4,683
-630
1122
$298K ﹤0.01%
16,323
+924
1123
$297K ﹤0.01%
+4,409
1124
$297K ﹤0.01%
7,012
+410
1125
$296K ﹤0.01%
9,646
+1,033
43 44
45
46 47