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
551
$4.31M 0.02%
154,289
+27,343
552
$4.29M 0.02%
76,404
+494
553
$4.22M 0.02%
228,884
+2,198
554
$4.22M 0.02%
48,384
-5,816
555
$4.21M 0.02%
135,030
-24,710
556
$4.2M 0.02%
85,924
+1,564
557
$4.2M 0.02%
28,209
-467
558
$4.2M 0.02%
85,230
-1,128
559
$4.19M 0.02%
93,456
+1,353
560
$4.19M 0.02%
108,381
+27,742
561
$4.17M 0.02%
154,912
+2,115
562
$4.17M 0.02%
176,387
+13,377
563
$4.15M 0.02%
69,158
-4,726
564
$4.13M 0.02%
237,206
+11,972
565
$4.13M 0.02%
155,700
-8,148
566
$4.12M 0.02%
181,916
+20,861
567
$4.08M 0.02%
87,020
+22,929
568
$4.05M 0.02%
214,053
+2,029
569
$4.04M 0.02%
+14,785
570
$4.03M 0.02%
201,570
+3,911
571
$4M 0.02%
74,673
+3,530
572
$4M 0.02%
33,788
-3,138
573
$4M 0.02%
36,873
-101
574
$3.99M 0.02%
19,061
+234
575
$3.99M 0.02%
24,517
-31
21 22
23
24 25