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
1251
$102K ﹤0.01%
2,305
+45
1252
$90K ﹤0.01%
7,451
1253
$88K ﹤0.01%
+12,600
1254
$59K ﹤0.01%
56,363
-220
1255
$55K ﹤0.01%
11,468
-21,765
1256
$52K ﹤0.01%
+4,541
1257
$46K ﹤0.01%
+10,000
1258
$42K ﹤0.01%
+10,835
1259
$40K ﹤0.01%
10,150
-153,819
1260
$38K ﹤0.01%
2,664
-464
1261
$20K ﹤0.01%
21,621
-3,092
1262
$18K ﹤0.01%
38,707
1263
$9K ﹤0.01%
12,000
1264
$1K ﹤0.01%
69,983
-10,556
1265
– –
-1,383
1266
– –
-2,636
1267
– –
-13,916
1268
– –
-35,000
1269
– –
-6,263
1270
– –
-3,207
1271
– –
-28,241
1272
– –
-5,236
1273
– –
-630
1274
– –
-4,973
1275
– –
-20,148
49 50
51
52 53