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
476
$5.65M 0.02%
263,259
-8,711
477
$5.64M 0.02%
82,800
+4,194
478
$5.62M 0.02%
76,226
+61,954
479
$5.62M 0.02%
373,588
-25,200
480
$5.62M 0.02%
77,157
+1,938
481
$5.58M 0.02%
265,461
+5,447
482
$5.53M 0.02%
48,445
+3,315
483
$5.43M 0.02%
172,541
+3,890
484
$5.41M 0.02%
77,812
+3,369
485
$5.39M 0.02%
65,521
+767
486
$5.36M 0.02%
43,903
-98,942
487
$5.35M 0.02%
93,705
+12,610
488
$5.35M 0.02%
59,365
+342
489
$5.33M 0.02%
44,835
+10,084
490
$5.32M 0.02%
95,120
+4,460
491
$5.3M 0.02%
106,692
+9,162
492
$5.28M 0.02%
3,465
-84
493
$5.2M 0.02%
20,040
+5,976
494
$5.18M 0.02%
104,560
+9,582
495
$5.15M 0.02%
224,841
+66,671
496
$5.14M 0.02%
188,668
-3,493
497
$5.11M 0.02%
41,144
+23,796
498
$5.09M 0.02%
432,492
+24,314
499
$5.08M 0.02%
554,150
-61,356
500
$5.07M 0.02%
101,345
+254
18 19
20
21 22