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
751
$2.19M 0.01%
152,784
+101,022
752
$2.18M 0.01%
235,452
-2,101
753
$2.15M 0.01%
25,041
-951
754
$2.15M 0.01%
32,210
-655
755
$2.14M 0.01%
56,817
-2,099
756
$2.14M 0.01%
16,116
-43
757
$2.12M 0.01%
97,100
+19,700
758
$2.11M 0.01%
35,071
+781
759
$2.08M 0.01%
22,852
+45
760
$2.08M 0.01%
56,608
-623
761
$2.08M 0.01%
35,919
+2,810
762
$2.07M 0.01%
+27,335
763
$2.06M 0.01%
33,241
-901
764
$2.04M 0.01%
32,418
-13,141
765
$2.04M 0.01%
68,265
+2,103
766
$2.03M 0.01%
141,135
+5,695
767
$2.03M 0.01%
84,866
-10,205
768
$2.03M 0.01%
44,915
-51,911
769
$2.03M 0.01%
127,440
-1,294
770
$2.02M 0.01%
+34,221
771
$2.02M 0.01%
19,826
-445
772
$2M 0.01%
+88,080
773
$1.99M 0.01%
8,143
-12,541
774
$1.97M 0.01%
79,875
775
$1.97M 0.01%
16,139
+984
29 30
31
32 33