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
1151
$261K ﹤0.01%
3,282
+17
1152
$255K ﹤0.01%
25,860
1153
$254K ﹤0.01%
5,962
-1,177
1154
$254K ﹤0.01%
+7,751
1155
$254K ﹤0.01%
+5,129
1156
$253K ﹤0.01%
23,692
-183
1157
$252K ﹤0.01%
20,331
+7,996
1158
$251K ﹤0.01%
8,704
-30
1159
$249K ﹤0.01%
6,663
1160
$249K ﹤0.01%
18,806
-616
1161
$247K ﹤0.01%
42,852
+13,576
1162
$247K ﹤0.01%
3,886
-535
1163
$246K ﹤0.01%
35,169
+6,219
1164
$245K ﹤0.01%
7,878
+1
1165
$242K ﹤0.01%
4,783
-329,922
1166
$241K ﹤0.01%
3,747
+898
1167
$240K ﹤0.01%
27,957
+9,702
1168
$240K ﹤0.01%
10,003
-1,184
1169
$240K ﹤0.01%
50,001
-166,100
1170
$240K ﹤0.01%
9,448
+18
1171
$239K ﹤0.01%
2,766
-1,222
1172
$239K ﹤0.01%
4,520
1173
$238K ﹤0.01%
5,999
-1,517
1174
$236K ﹤0.01%
6,808
-3,387
1175
$236K ﹤0.01%
24,796
+2,086
45 46
47
48 49