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
251
$20.2M 0.08%
274,648
-10,084
252
$19.5M 0.08%
203,624
-23,317
253
$19.5M 0.08%
24,466
+430
254
$19.3M 0.08%
123,982
+43,269
255
$19.3M 0.08%
205,977
+51,267
256
$18.4M 0.07%
74,376
+4,097
257
$18.1M 0.07%
200,317
-3,183
258
$17.9M 0.07%
274,758
-13,056
259
$17.8M 0.07%
306,530
+12,475
260
$17.7M 0.07%
4,875,840
-208,560
261
$17.7M 0.07%
360,734
-179,665
262
$17.5M 0.07%
864,443
-68,777
263
$17.4M 0.07%
195,064
-19,020
264
$17.3M 0.07%
424,194
-21,289
265
$17M 0.07%
170,906
+969
266
$16.9M 0.07%
444,299
+37,761
267
$16.7M 0.07%
373,355
-11,696
268
$16.6M 0.07%
137,634
-2,095
269
$16.6M 0.07%
192,507
+20,781
270
$16.6M 0.07%
1,031,130
+44,670
271
$16.6M 0.07%
127,494
+72,719
272
$16.5M 0.07%
455,425
-13,721
273
$16.5M 0.06%
178,425
+8,257
274
$16.4M 0.06%
187,889
-11,143
275
$16.4M 0.06%
313,389
-2,532
9 10
11
12 13