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
501
$5.06M 0.02%
322,451
+201,242
502
$5.05M 0.02%
179,274
-7,889
503
$5.05M 0.02%
103,381
+73,877
504
$4.9M 0.02%
44,969
-292
505
$4.89M 0.02%
30,694
+2,268
506
$4.83M 0.02%
264,276
+8,013
507
$4.81M 0.02%
112,317
-27,760
508
$4.81M 0.02%
53,952
+748
509
$4.79M 0.02%
29,701
+3,507
510
$4.79M 0.02%
335,895
-30,187
511
$4.77M 0.02%
33,959
-1,648
512
$4.77M 0.02%
140,408
+20,572
513
$4.77M 0.02%
192,988
+1,827
514
$4.76M 0.02%
176,322
+5,903
515
$4.75M 0.02%
90,418
+13,972
516
$4.74M 0.02%
154,250
+8,492
517
$4.73M 0.02%
237,791
+8,889
518
$4.72M 0.02%
57,531
+1,922
519
$4.71M 0.02%
162,394
-3,270
520
$4.69M 0.02%
54,993
+100
521
$4.69M 0.02%
41,170
-7,471
522
$4.67M 0.02%
227,667
+154
523
$4.65M 0.02%
27,278
-1,851
524
$4.64M 0.02%
45,044
+3,578
525
$4.64M 0.02%
125,709
+1,749
19 20
21
22 23