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
1226
$180K ﹤0.01%
+19,224
1227
$177K ﹤0.01%
+12,050
1228
$176K ﹤0.01%
10,087
1229
$173K ﹤0.01%
13,178
-451
1230
$164K ﹤0.01%
13,696
-26,400
1231
$163K ﹤0.01%
15,376
+1,675
1232
$163K ﹤0.01%
13,050
-450
1233
$159K ﹤0.01%
19,797
-160
1234
$156K ﹤0.01%
15,723
1235
$154K ﹤0.01%
80,000
+26,667
1236
$153K ﹤0.01%
11,324
-424
1237
$151K ﹤0.01%
19,643
+1,000
1238
$151K ﹤0.01%
13,571
+1,368
1239
$150K ﹤0.01%
11,150
+199
1240
$146K ﹤0.01%
+15,099
1241
$142K ﹤0.01%
16,994
-2,556
1242
$134K ﹤0.01%
5,771
-2,382
1243
$131K ﹤0.01%
19,005
-126,339
1244
$127K ﹤0.01%
20,004
-1,598
1245
$113K ﹤0.01%
12,392
1246
$113K ﹤0.01%
13,352
-7,842
1247
$111K ﹤0.01%
11,820
-141,608
1248
$108K ﹤0.01%
+5,218
1249
$108K ﹤0.01%
10,825
-3,806
1250
$103K ﹤0.01%
10,700
48 49
50
51 52