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
326
$12.1M 0.05%
181,081
+5,833
327
$12M 0.05%
186,001
-18,276
328
$12M 0.05%
323,966
-218,827
329
$11.9M 0.05%
104,783
-2,760
330
$11.8M 0.05%
130,075
+1,509
331
$11.8M 0.05%
337,087
+17,049
332
$11.7M 0.05%
393,389
-64,571
333
$11.5M 0.05%
49,710
+4,464
334
$11.5M 0.05%
111,903
+6,098
335
$11.3M 0.04%
181,636
+12,042
336
$11.2M 0.04%
565,976
+215,040
337
$11.2M 0.04%
73,465
+1,011
338
$11M 0.04%
99,964
+4,073
339
$10.8M 0.04%
66,725
-13,947
340
$10.8M 0.04%
233,374
-12,130
341
$10.8M 0.04%
118,865
-7,189
342
$10.8M 0.04%
332,435
-24,625
343
$10.7M 0.04%
241,696
-21,361
344
$10.7M 0.04%
112,802
+431
345
$10.6M 0.04%
91,230
+5,186
346
$10.6M 0.04%
449,011
+2,866
347
$10.6M 0.04%
67,577
+3,454
348
$10.5M 0.04%
88,794
-111
349
$10.5M 0.04%
589,932
-29,738
350
$10.4M 0.04%
460,265
-2
12 13
14
15 16