Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$66.5M
2
+$48.7M
3
+$35.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$33.9M
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$32.3M

Top Sells

1
+$419M
2
+$339M
3
+$82.1M
4
OLLI icon
Ollie's Bargain Outlet
OLLI
+$37.7M
5
SBUX icon
Starbucks
SBUX
+$34.3M

Sector Composition

1 Technology 16.66%
2 Financials 12.32%
3 Healthcare 10.67%
4 Industrials 10.43%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2.83M 0.01%
5,136
+19
677
$2.83M 0.01%
26,662
+4,254
678
$2.83M 0.01%
54,235
-4,810
679
$2.82M 0.01%
2,383
+165
680
$2.81M 0.01%
155,281
+53,077
681
$2.81M 0.01%
28,529
-46
682
$2.8M 0.01%
52,592
-1,274
683
$2.8M 0.01%
105,925
+515
684
$2.78M 0.01%
+53,042
685
$2.75M 0.01%
73,096
-3,126
686
$2.75M 0.01%
+219,473
687
$2.75M 0.01%
11,452
+351
688
$2.73M 0.01%
77,543
+6,259
689
$2.72M 0.01%
77,394
+59,072
690
$2.71M 0.01%
82,198
+1,493
691
$2.65M 0.01%
107,784
-80,555
692
$2.65M 0.01%
68,044
-6,923
693
$2.64M 0.01%
271,905
-68,603
694
$2.63M 0.01%
131,118
-64,370
695
$2.62M 0.01%
61,349
+106
696
$2.61M 0.01%
49,674
+285
697
$2.61M 0.01%
29,624
+16,035
698
$2.59M 0.01%
196,388
-4,687
699
$2.58M 0.01%
74,774
+217
700
$2.58M 0.01%
69,537
-1
26 27
28
29 30