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
726
$2.36M 0.01%
+7,099
727
$2.36M 0.01%
22,579
+661
728
$2.36M 0.01%
31,667
-210
729
$2.35M 0.01%
179,624
+4,263
730
$2.34M 0.01%
34,693
-16,509
731
$2.34M 0.01%
26,029
+125
732
$2.33M 0.01%
9,195
-971
733
$2.32M 0.01%
38,322
-1,971
734
$2.31M 0.01%
48,635
+18,314
735
$2.29M 0.01%
37,346
-2,316
736
$2.29M 0.01%
114,882
-19,647
737
$2.28M 0.01%
29,381
-3,228
738
$2.27M 0.01%
9,076
-10,300
739
$2.25M 0.01%
36,295
-9,717
740
$2.25M 0.01%
105,545
+1,204
741
$2.24M 0.01%
156,218
+86,893
742
$2.23M 0.01%
14,701
-3,369
743
$2.22M 0.01%
31,742
-1,833
744
$2.22M 0.01%
48,841
+28,820
745
$2.21M 0.01%
29,180
+10,034
746
$2.21M 0.01%
+141,701
747
$2.21M 0.01%
103,758
+7,309
748
$2.2M 0.01%
+153,400
749
$2.2M 0.01%
80,496
-31,721
750
$2.19M 0.01%
87,453
+77,773
28 29
30
31 32