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
1201
$211K ﹤0.01%
4,020
-2,519
1202
$210K ﹤0.01%
13,273
-1,148
1203
$209K ﹤0.01%
4,618
-438
1204
$207K ﹤0.01%
16,022
+1,060
1205
$207K ﹤0.01%
2,500
1206
$206K ﹤0.01%
+721
1207
$206K ﹤0.01%
+4,123
1208
$205K ﹤0.01%
12,871
+1,755
1209
$204K ﹤0.01%
3,082
-317
1210
$204K ﹤0.01%
10,004
-551
1211
$204K ﹤0.01%
6,585
1212
$204K ﹤0.01%
4,438
-16,707
1213
$203K ﹤0.01%
7,287
-88,700
1214
$203K ﹤0.01%
6,901
-251
1215
$202K ﹤0.01%
2,876
+62
1216
$202K ﹤0.01%
7,264
-13,275
1217
$201K ﹤0.01%
3,286
-41
1218
$200K ﹤0.01%
+19,310
1219
$200K ﹤0.01%
8,508
1220
$200K ﹤0.01%
+2,135
1221
$200K ﹤0.01%
11,141
-4,459
1222
$197K ﹤0.01%
16,316
+4,392
1223
$197K ﹤0.01%
19,151
+5,766
1224
$194K ﹤0.01%
13,098
-3,296
1225
$189K ﹤0.01%
+23,509
47 48
49
50 51