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
601
$3.58M 0.01%
+219,735
602
$3.57M 0.01%
13,971
+1,814
603
$3.57M 0.01%
122,992
+34,778
604
$3.56M 0.01%
60,044
+4,248
605
$3.55M 0.01%
18,458
+1,991
606
$3.55M 0.01%
61,436
-26,284
607
$3.51M 0.01%
317,013
+20
608
$3.5M 0.01%
157,614
-8,147
609
$3.49M 0.01%
69,288
+5,897
610
$3.49M 0.01%
135,476
-64,716
611
$3.42M 0.01%
65,704
+4
612
$3.42M 0.01%
87,894
+10,566
613
$3.41M 0.01%
22,951
+827
614
$3.39M 0.01%
123,738
+12,280
615
$3.39M 0.01%
37,661
+8,729
616
$3.37M 0.01%
62,396
-1,294
617
$3.35M 0.01%
178,434
-8,721
618
$3.33M 0.01%
159,286
+50,891
619
$3.32M 0.01%
75,723
+2,949
620
$3.32M 0.01%
38,406
+233
621
$3.32M 0.01%
171,128
-12,482
622
$3.3M 0.01%
220,911
+77,937
623
$3.29M 0.01%
49,412
+2,259
624
$3.28M 0.01%
83,106
-7,547
625
$3.28M 0.01%
63,338
-825
23 24
25
26 27