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
776
$1.96M 0.01%
214,366
+62,021
777
$1.96M 0.01%
36,510
-3,169
778
$1.95M 0.01%
57,219
+3,913
779
$1.95M 0.01%
176,820
+6,381
780
$1.94M 0.01%
33,762
-27,554
781
$1.94M 0.01%
17,601
+3,790
782
$1.93M 0.01%
9,957
-568
783
$1.91M 0.01%
34,363
+1,525
784
$1.9M 0.01%
149,918
+4,218
785
$1.89M 0.01%
75,050
+4,116
786
$1.88M 0.01%
34,617
-209
787
$1.87M 0.01%
144,001
-400
788
$1.86M 0.01%
+35,594
789
$1.86M 0.01%
76,405
+57,162
790
$1.86M 0.01%
35,928
+1,351
791
$1.86M 0.01%
17,408
-192
792
$1.85M 0.01%
113,450
+3,200
793
$1.85M 0.01%
97,326
+3,535
794
$1.85M 0.01%
29,134
-2,293
795
$1.83M 0.01%
22,690
+1,633
796
$1.82M 0.01%
16,063
+94
797
$1.82M 0.01%
81,185
-9,657
798
$1.82M 0.01%
26,882
+493
799
$1.81M 0.01%
19,660
-2,421
800
$1.81M 0.01%
76,955
+645
30 31
32
33 34