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
626
$3.28M 0.01%
30,162
+4,255
627
$3.28M 0.01%
35,671
+1,149
628
$3.27M 0.01%
22,430
+259
629
$3.27M 0.01%
103,898
+4,079
630
$3.25M 0.01%
78,808
+1,020
631
$3.24M 0.01%
2,160
+11
632
$3.17M 0.01%
28,028
+4,299
633
$3.17M 0.01%
59,448
+43,299
634
$3.17M 0.01%
55,971
-10,281
635
$3.17M 0.01%
133,821
+3,338
636
$3.17M 0.01%
36,337
-2,144
637
$3.17M 0.01%
30,537
-7,455
638
$3.16M 0.01%
23,127
+577
639
$3.15M 0.01%
166,947
-5,322
640
$3.13M 0.01%
155,856
+3,852
641
$3.12M 0.01%
59,077
+334
642
$3.12M 0.01%
21,205
+2,691
643
$3.1M 0.01%
262,058
644
$3.09M 0.01%
+105,222
645
$3.09M 0.01%
135,989
+2,057
646
$3.09M 0.01%
394,800
-2,295
647
$3.09M 0.01%
61,492
+13,015
648
$3.08M 0.01%
96,444
+13,023
649
$3.08M 0.01%
32,567
+1,377
650
$3.08M 0.01%
251,766
-9,984
24 25
26
27 28