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
$25.4B
AUM Growth
-$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,594
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$50.6M
3
+$36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$34.1M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$32.8M

Top Sells

1
+$439M
2
+$360M
3
+$87.4M
4
UNVR
Univar Solutions Inc.
UNVR
+$33.5M
5
SBUX icon
Starbucks
SBUX
+$32.7M

Sector Composition

1 Technology 16.68%
2 Financials 12.32%
3 Healthcare 10.67%
4 Industrials 10.41%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24.6M 0.1%
198,019
+1,884
227
$24M 0.09%
639,644
+106,680
228
$24M 0.09%
300,144
+5,242
229
$23.9M 0.09%
1,216,474
+10,566
230
$23.8M 0.09%
107,417
+10,727
231
$23.6M 0.09%
266,503
+7,155
232
$23.6M 0.09%
314,618
+12,614
233
$23.6M 0.09%
198,100
+15,012
234
$23.6M 0.09%
841,597
-14,084
235
$23.4M 0.09%
66,492
+283
236
$23.2M 0.09%
111,280
+98,555
237
$23.2M 0.09%
419,005
-16,313
238
$23M 0.09%
187,000
+30,294
239
$22.9M 0.09%
506,364
-81,977
240
$22.7M 0.09%
597,323
+49,797
241
$22.4M 0.09%
271,793
-2,404
242
$22.3M 0.09%
186,979
+2,568
243
$22M 0.09%
240,612
+5,109
244
$21.9M 0.09%
288,161
+3,587
245
$21.8M 0.09%
557,305
+40,589
246
$21.7M 0.09%
120,532
+1,513
247
$21M 0.08%
230,757
-15,293
248
$20.9M 0.08%
246,387
-11,178
249
$20.8M 0.08%
184,504
-4,367
250
$20.3M 0.08%
226,814
+62,688
8 9
10
11 12