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
951
$1.11M ﹤0.01%
23,149
-347,028
952
$1.11M ﹤0.01%
78,941
+1,743
953
$1.1M ﹤0.01%
6,098
+375
954
$1.09M ﹤0.01%
6,969
-389
955
$1.09M ﹤0.01%
30,708
-1,152
956
$1.09M ﹤0.01%
137,640
-1,259
957
$1.05M ﹤0.01%
32,779
-7
958
$1.05M ﹤0.01%
34,904
+1,167
959
$1.05M ﹤0.01%
19,751
-995
960
$1.05M ﹤0.01%
28,149
-962
961
$1.05M ﹤0.01%
27,631
-1
962
$1.04M ﹤0.01%
19,440
-293
963
$1.04M ﹤0.01%
20,034
-3,492
964
$1.04M ﹤0.01%
8,265
+1,708
965
$1.03M ﹤0.01%
16,412
-85
966
$1.03M ﹤0.01%
65,841
+2,814
967
$1.02M ﹤0.01%
38,257
+3,760
968
$1.01M ﹤0.01%
47,356
+830
969
$1.01M ﹤0.01%
9,932
-44
970
$1.01M ﹤0.01%
+20,050
971
$1.01M ﹤0.01%
30,423
-551
972
$1.01M ﹤0.01%
44,365
+3,738
973
$1.01M ﹤0.01%
41,223
+1,247
974
$1M ﹤0.01%
57,916
-28,831
975
$1M ﹤0.01%
55,390
+1,285
37 38
39
40 41