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
926
$1.21M ﹤0.01%
23,341
-2,386
927
$1.2M ﹤0.01%
30,739
-212
928
$1.2M ﹤0.01%
21,666
+3,506
929
$1.2M ﹤0.01%
76,475
+7,370
930
$1.19M ﹤0.01%
+16,909
931
$1.18M ﹤0.01%
29,057
+2,525
932
$1.18M ﹤0.01%
77,294
+9,281
933
$1.17M ﹤0.01%
13,675
+2,243
934
$1.17M ﹤0.01%
22,617
+2,967
935
$1.17M ﹤0.01%
65,461
+34,380
936
$1.15M ﹤0.01%
27,896
-526
937
$1.15M ﹤0.01%
27,088
-2,311
938
$1.15M ﹤0.01%
22,440
-37,904
939
$1.14M ﹤0.01%
23,299
-1,317
940
$1.13M ﹤0.01%
23,985
+1,499
941
$1.13M ﹤0.01%
7,831
+634
942
$1.13M ﹤0.01%
145,039
+6,156
943
$1.13M ﹤0.01%
19,474
+15,367
944
$1.13M ﹤0.01%
22,501
+1,467
945
$1.12M ﹤0.01%
52,131
-100
946
$1.12M ﹤0.01%
64,928
+2,371
947
$1.12M ﹤0.01%
14,567
-39,304
948
$1.12M ﹤0.01%
10,263
-1,302
949
$1.11M ﹤0.01%
+24,368
950
$1.11M ﹤0.01%
21,907
-9,798
36 37
38
39 40