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
51
$104M 0.41%
657,039
-73,004
52
$101M 0.4%
601,706
+15,011
53
$100M 0.39%
632,124
+3,775
54
$97.4M 0.38%
783,038
-11,919
55
$97.2M 0.38%
1,592,029
-12,504
56
$93.4M 0.37%
1,257,294
+27,384
57
$91.7M 0.36%
667,155
+45,270
58
$90.7M 0.36%
422,579
+19,488
59
$88.1M 0.35%
1,351,141
+39,233
60
$86.3M 0.34%
700,255
-4,472
61
$85.9M 0.34%
569,012
-24,923
62
$84.3M 0.33%
703,849
+3,330
63
$83.1M 0.33%
2,150,805
-47,550
64
$82.7M 0.33%
1,780,646
-15,332
65
$81.2M 0.32%
1,211,372
-5,040
66
$80.5M 0.32%
306,577
-821
67
$80M 0.31%
582,526
-1,607
68
$79.3M 0.31%
1,275,809
-5,796,109
69
$79.3M 0.31%
850,019
+5,998
70
$79.2M 0.31%
700,218
+69,091
71
$78.7M 0.31%
210,077
+2,035
72
$78.2M 0.31%
404,235
+10,924
73
$78.1M 0.31%
1,073,625
+42,059
74
$77.9M 0.31%
834,710
+20,271
75
$77.8M 0.31%
509,787
+7,612
1 2
3
4 5