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
851
$1.58M 0.01%
203,643
-21,402
852
$1.57M 0.01%
24,613
+6,760
853
$1.56M 0.01%
42,816
-6,249
854
$1.55M 0.01%
26,415
+257
855
$1.55M 0.01%
30,766
+764
856
$1.54M 0.01%
91,808
+3,211
857
$1.53M 0.01%
+52,262
858
$1.52M 0.01%
88,158
-2,481
859
$1.52M 0.01%
71,260
+11,016
860
$1.52M 0.01%
17,311
-780
861
$1.51M 0.01%
180,080
+41,554
862
$1.5M 0.01%
30,929
-3,000
863
$1.5M 0.01%
27,761
+488
864
$1.48M 0.01%
+85,543
865
$1.48M 0.01%
85,265
+6,605
866
$1.48M 0.01%
59,976
-522
867
$1.48M 0.01%
11,347
-571
868
$1.47M 0.01%
29,881
-315
869
$1.46M 0.01%
52,923
+17,647
870
$1.45M 0.01%
60,082
-5,147
871
$1.44M 0.01%
264,628
+30,609
872
$1.43M 0.01%
9,814
-1,106
873
$1.43M 0.01%
35,589
+301
874
$1.43M 0.01%
31,254
-1
875
$1.41M 0.01%
75,050
+5,120
33 34
35
36 37