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
651
$3.07M 0.01%
22,097
+1,713
652
$3.06M 0.01%
46,164
-31,803
653
$3.05M 0.01%
49,111
+1,015
654
$3.01M 0.01%
77,481
-6,935
655
$3.01M 0.01%
133,150
-2,724
656
$3.01M 0.01%
24,297
-61,586
657
$2.99M 0.01%
72,534
+21,216
658
$2.99M 0.01%
59,536
+16,666
659
$2.97M 0.01%
110,980
-29,570
660
$2.96M 0.01%
115,553
+68,263
661
$2.96M 0.01%
187,837
+10,298
662
$2.95M 0.01%
138,421
+22,650
663
$2.92M 0.01%
60,256
+4,498
664
$2.91M 0.01%
71,742
+150
665
$2.9M 0.01%
80,884
-4,706
666
$2.88M 0.01%
11,853
+506
667
$2.88M 0.01%
122,677
-9,537
668
$2.88M 0.01%
84,489
+889
669
$2.88M 0.01%
163,671
+7,386
670
$2.88M 0.01%
56,423
+237
671
$2.86M 0.01%
176,036
-7,721
672
$2.85M 0.01%
111,729
+4,211
673
$2.85M 0.01%
245,579
+782
674
$2.85M 0.01%
35,057
-521
675
$2.84M 0.01%
227,455
+23,015
25 26
27
28 29