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
301
$14M 0.06%
147,191
+1,774
302
$13.9M 0.05%
112,038
-3,135
303
$13.8M 0.05%
163,808
+501
304
$13.8M 0.05%
69,185
+5,472
305
$13.7M 0.05%
346,649
+20,311
306
$13.7M 0.05%
199,043
+63,174
307
$13.6M 0.05%
260,548
-15,470
308
$13.6M 0.05%
238,129
-61,861
309
$13.6M 0.05%
379,666
+10,562
310
$13.6M 0.05%
90,743
-4,127
311
$13.5M 0.05%
230,299
-16,942
312
$13.1M 0.05%
228,062
+1,385
313
$13.1M 0.05%
77,879
+1,427
314
$12.9M 0.05%
36,216
+1,492
315
$12.8M 0.05%
556,416
-140,355
316
$12.8M 0.05%
109,646
-2,727
317
$12.8M 0.05%
44,564
+969
318
$12.8M 0.05%
216,859
-1,541
319
$12.7M 0.05%
308,070
+28,780
320
$12.7M 0.05%
138,945
+9,071
321
$12.5M 0.05%
240,174
+112,771
322
$12.3M 0.05%
231,150
-8,352
323
$12.2M 0.05%
151,600
+33,317
324
$12.1M 0.05%
361,462
+52,378
325
$12.1M 0.05%
209,255
+42,468
11 12
13
14 15