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
26
$169M 0.66%
2,165,000
+437,815
27
$165M 0.65%
2,051,752
+19,093
28
$162M 0.64%
1,741,056
+39,008
29
$159M 0.63%
1,896,935
+22,653
30
$157M 0.62%
2,841,124
+41,739
31
$155M 0.61%
1,750,747
-370,158
32
$151M 0.59%
3,740,356
+75,022
33
$149M 0.59%
1,739,220
+155,860
34
$148M 0.58%
2,927,675
+104,902
35
$145M 0.57%
486,501
-38,558
36
$141M 0.56%
1,030,645
-5,759
37
$136M 0.54%
2,648,457
+36,287
38
$135M 0.53%
468,096
-6,385
39
$134M 0.53%
352,559
+4,193
40
$133M 0.52%
1,284,107
+21,435
41
$130M 0.51%
490,452
+6,547
42
$128M 0.5%
4,482,544
+84,145
43
$125M 0.49%
4,279,141
+2,311,061
44
$124M 0.49%
821,486
+17,134
45
$122M 0.48%
951,035
+35,962
46
$118M 0.46%
1,670,550
+7,786
47
$111M 0.44%
1,266,666
+41,614
48
$111M 0.44%
1,842,560
+19,800
49
$110M 0.43%
989,059
+26,899
50
$109M 0.43%
1,397,992
+86,837
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