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
351
$10.3M 0.04%
153,591
+3,677
352
$10.2M 0.04%
85,389
+3,886
353
$10.2M 0.04%
319,197
+189,569
354
$10M 0.04%
64,746
-14,589
355
$9.85M 0.04%
163,406
-101,934
356
$9.79M 0.04%
178,413
-868
357
$9.79M 0.04%
288,150
-906
358
$9.76M 0.04%
199,543
+21,503
359
$9.73M 0.04%
50,463
+4,199
360
$9.71M 0.04%
382,061
-4,618
361
$9.64M 0.04%
123,587
+106,630
362
$9.57M 0.04%
191,855
+3,925
363
$9.54M 0.04%
158,753
-516
364
$9.49M 0.04%
227,211
-11,278
365
$9.33M 0.04%
148,337
-3,423
366
$9.3M 0.04%
166,241
-2,738
367
$9.29M 0.04%
155,162
+49,109
368
$9.23M 0.04%
193,543
+42,567
369
$9.16M 0.04%
83,953
+9,689
370
$9.12M 0.04%
112,473
-9,111
371
$9.1M 0.04%
34,230
-15,045
372
$9.08M 0.04%
171,641
+27,042
373
$9.04M 0.04%
114,227
+906
374
$8.83M 0.03%
62,890
+21,931
375
$8.82M 0.03%
120,643
-10,506
13 14
15
16 17