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
1376
– –
-64,149
1377
– –
-9,527
1378
– –
-31,438
1379
– –
-9,827
1380
– –
-4,800
1381
– –
-4,765
1382
– –
-5,429
1383
– –
-5,498
1384
– –
-4,400
1385
– –
-9,150
1386
– –
-1,417
1387
– –
-1,025
1388
– –
-10,750
1389
– –
-20,424
1390
– –
-4,693
1391
– –
-71,966
1392
– –
-168,999
1393
– –
-40,019
1394
– –
-20,457
1395
– –
-57,003
1396
– –
-23,796
1397
– –
-13,403
1398
– –
-134,019
1399
– –
-38,666
1400
– –
-17,530
53 54 55
56
57