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
451
$6.37M 0.03%
145,612
+27,541
452
$6.34M 0.03%
111,111
-3,385
453
$6.32M 0.02%
117,503
+50,648
454
$6.25M 0.02%
83,045
-3,536
455
$6.22M 0.02%
560,616
+9,158
456
$6.21M 0.02%
38,925
+670
457
$6.2M 0.02%
226,439
-4,919
458
$6.16M 0.02%
70,419
-830
459
$6.14M 0.02%
102,235
+455
460
$6.1M 0.02%
71,004
-895
461
$6.08M 0.02%
326,038
+9,998
462
$6.05M 0.02%
1,384
+32
463
$6.01M 0.02%
1,423,792
-4,394
464
$6M 0.02%
34,521
+164
465
$5.96M 0.02%
616,434
+30,756
466
$5.88M 0.02%
101,250
+57,335
467
$5.88M 0.02%
129,292
-4,698
468
$5.87M 0.02%
209,548
+6,361
469
$5.8M 0.02%
281,484
+15,404
470
$5.75M 0.02%
218,468
+67,796
471
$5.74M 0.02%
103,151
-54,922
472
$5.67M 0.02%
74,859
+1,523
473
$5.66M 0.02%
461,194
+10,198
474
$5.65M 0.02%
76,384
+1,442
475
$5.65M 0.02%
33,375
+1,509
17 18
19
20 21