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
901
$1.33M 0.01%
6,150
-186
902
$1.33M 0.01%
17,838
-2,706
903
$1.32M 0.01%
173,121
+8,087
904
$1.32M 0.01%
153,694
+20,279
905
$1.31M 0.01%
55,553
+4,678
906
$1.3M 0.01%
158,727
+4,979
907
$1.3M 0.01%
50,059
-947
908
$1.29M 0.01%
54,698
+2,681
909
$1.29M 0.01%
60,491
-1,051
910
$1.28M 0.01%
31,263
+8,548
911
$1.27M 0.01%
177,326
-4,059
912
$1.27M 0.01%
96,282
-1,224
913
$1.26M 0.01%
88,975
+3,597
914
$1.26M 0.01%
32,863
+5,181
915
$1.25M ﹤0.01%
69,398
+1,004
916
$1.25M ﹤0.01%
22,424
+3,105
917
$1.24M ﹤0.01%
43,997
+10,728
918
$1.24M ﹤0.01%
69,129
+5,322
919
$1.24M ﹤0.01%
6,855
-761
920
$1.23M ﹤0.01%
12,725
+171
921
$1.22M ﹤0.01%
20,104
-4,552
922
$1.22M ﹤0.01%
20,245
-3,130
923
$1.22M ﹤0.01%
4,105
+354
924
$1.22M ﹤0.01%
77,845
-3,039
925
$1.21M ﹤0.01%
36,020
-7,301
35 36
37
38 39