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
576
$3.98M 0.02%
165,343
+2,649
577
$3.97M 0.02%
217,779
-242
578
$3.97M 0.02%
136,335
-48,717
579
$3.93M 0.02%
121,359
-1,741
580
$3.92M 0.02%
40,654
-2,694
581
$3.91M 0.02%
55,887
-4,872
582
$3.89M 0.02%
94,746
-4,051
583
$3.88M 0.02%
619,029
+16,477
584
$3.87M 0.02%
34,983
+9,003
585
$3.86M 0.02%
28,981
+2,027
586
$3.81M 0.02%
86,708
+2,483
587
$3.79M 0.01%
76,480
+1,988
588
$3.74M 0.01%
37,368
+28,988
589
$3.72M 0.01%
196,604
+19,505
590
$3.69M 0.01%
94,115
-91,642
591
$3.69M 0.01%
65,329
+1,435
592
$3.67M 0.01%
76,027
-3,661
593
$3.66M 0.01%
102,792
-34,058
594
$3.66M 0.01%
172,091
-27,353
595
$3.65M 0.01%
33,223
+2,848
596
$3.65M 0.01%
65,487
-11,101
597
$3.64M 0.01%
52,876
+197
598
$3.62M 0.01%
86,562
-2,347
599
$3.62M 0.01%
21,573
-1,470
600
$3.6M 0.01%
73,188
+2,115
22 23
24
25 26