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
801
$1.81M 0.01%
44,564
-6,103
802
$1.81M 0.01%
127,828
-19,108
803
$1.8M 0.01%
35,814
-16,607
804
$1.79M 0.01%
32,076
-5,708
805
$1.79M 0.01%
166,815
-116,453
806
$1.79M 0.01%
31,642
+1,210
807
$1.78M 0.01%
158,709
+3,248
808
$1.78M 0.01%
431,210
-268
809
$1.77M 0.01%
94,528
+4,500
810
$1.77M 0.01%
50,054
+674
811
$1.76M 0.01%
117,439
+31,453
812
$1.76M 0.01%
110,487
-12,296
813
$1.75M 0.01%
7,146
+709
814
$1.75M 0.01%
46,926
-7,384
815
$1.75M 0.01%
136,807
+7,729
816
$1.75M 0.01%
108,740
+19,297
817
$1.74M 0.01%
20,546
-26,033
818
$1.73M 0.01%
12,444
-1,706
819
$1.73M 0.01%
28,757
-2,353
820
$1.73M 0.01%
133,987
+43,920
821
$1.72M 0.01%
143,183
-23,446
822
$1.72M 0.01%
131,366
+7,950
823
$1.71M 0.01%
34,514
-766
824
$1.68M 0.01%
48,893
+339
825
$1.68M 0.01%
+29,620
31 32
33
34 35