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
876
$1.4M 0.01%
9,936
-167
877
$1.4M 0.01%
45,408
-264
878
$1.4M 0.01%
41,592
-25,758
879
$1.4M 0.01%
23,829
+19,772
880
$1.4M 0.01%
113,779
+3,942
881
$1.4M 0.01%
36,994
+1,283
882
$1.4M 0.01%
16,026
+4,420
883
$1.39M 0.01%
110,431
+3,825
884
$1.39M 0.01%
216,891
+6,330
885
$1.39M 0.01%
113,037
+12,551
886
$1.38M 0.01%
16,137
+2,343
887
$1.37M 0.01%
51,125
+1,332
888
$1.37M 0.01%
124,456
+9,517
889
$1.37M 0.01%
46,036
+1,510
890
$1.36M 0.01%
60,157
-88,511
891
$1.36M 0.01%
50,516
+2,454
892
$1.36M 0.01%
13,334
-1,568
893
$1.35M 0.01%
31,701
+2,425
894
$1.35M 0.01%
+25,717
895
$1.35M 0.01%
103,800
896
$1.35M 0.01%
+81,773
897
$1.34M 0.01%
10,891
+611
898
$1.34M 0.01%
87,300
+22,460
899
$1.34M 0.01%
11,826
+1,486
900
$1.34M 0.01%
13,268
-8,199
34 35
36
37 38