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
401
$7.7M 0.03%
35,705
-1,447
402
$7.62M 0.03%
99,988
-12,093
403
$7.57M 0.03%
134,291
+15,765
404
$7.53M 0.03%
91,648
+855
405
$7.51M 0.03%
56,469
+5,514
406
$7.51M 0.03%
79,719
-2,483
407
$7.5M 0.03%
222,732
+11,564
408
$7.5M 0.03%
33,585
+412
409
$7.48M 0.03%
317,616
-13,654
410
$7.44M 0.03%
322,070
+15,340
411
$7.43M 0.03%
40,812
-13,867
412
$7.43M 0.03%
122,913
+3,295
413
$7.42M 0.03%
64,930
+2,323
414
$7.42M 0.03%
157,294
-7,702
415
$7.39M 0.03%
93,242
+846
416
$7.38M 0.03%
84,984
-12,315
417
$7.33M 0.03%
247,680
+2,936
418
$7.32M 0.03%
78,568
+34,675
419
$7.3M 0.03%
127,910
+81,624
420
$7.26M 0.03%
512,678
+55,843
421
$7.19M 0.03%
191,599
-33,602
422
$7.15M 0.03%
375,851
+5,431
423
$7.15M 0.03%
135,071
-9,189
424
$7.15M 0.03%
49,539
+3,284
425
$7.15M 0.03%
241,044
-24,651
15 16
17
18 19