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
826
$1.68M 0.01%
20,466
+245
827
$1.67M 0.01%
16,297
-141
828
$1.67M 0.01%
160,141
+13,489
829
$1.67M 0.01%
229,573
+20,205
830
$1.67M 0.01%
10,111
831
$1.66M 0.01%
72,596
+23,416
832
$1.65M 0.01%
109,894
+9,547
833
$1.64M 0.01%
55,400
-1
834
$1.64M 0.01%
39,165
-394
835
$1.63M 0.01%
83,568
-742
836
$1.63M 0.01%
14,518
+2,024
837
$1.63M 0.01%
37,663
-1,535
838
$1.62M 0.01%
57,974
-20,277
839
$1.62M 0.01%
8,997
+1,578
840
$1.61M 0.01%
61,442
-8,144
841
$1.61M 0.01%
16,975
-69
842
$1.6M 0.01%
30,815
+2,379
843
$1.6M 0.01%
54,982
-319
844
$1.6M 0.01%
14,097
-898
845
$1.6M 0.01%
3,066
+799
846
$1.59M 0.01%
70,935
+2,475
847
$1.59M 0.01%
87,733
-20,317
848
$1.58M 0.01%
16,260
-21,805
849
$1.58M 0.01%
15,228
+4,635
850
$1.58M 0.01%
+21,738
32 33
34
35 36