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
701
$2.56M 0.01%
96,987
+4,635
702
$2.56M 0.01%
214,798
+18,675
703
$2.55M 0.01%
150,676
+19,296
704
$2.53M 0.01%
39,569
+4,197
705
$2.53M 0.01%
111,887
+59,519
706
$2.52M 0.01%
138,641
+6,139
707
$2.51M 0.01%
42,798
-2,308
708
$2.5M 0.01%
272,436
-703
709
$2.49M 0.01%
37,161
-3,387
710
$2.48M 0.01%
141,811
+10,676
711
$2.47M 0.01%
83,388
-338
712
$2.46M 0.01%
15,235
-2
713
$2.46M 0.01%
33,343
+3,465
714
$2.45M 0.01%
28,911
-1,635
715
$2.45M 0.01%
33,238
+3,611
716
$2.44M 0.01%
42,315
-25,706
717
$2.44M 0.01%
+93,396
718
$2.44M 0.01%
231,333
+4,270
719
$2.43M 0.01%
63,483
-4,953
720
$2.42M 0.01%
43,644
+11,853
721
$2.42M 0.01%
35,663
-3,163
722
$2.42M 0.01%
17,384
+1,458
723
$2.41M 0.01%
22,916
+168
724
$2.41M 0.01%
16,253
+446
725
$2.38M 0.01%
63,735
+8,991
27 28
29
30 31