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
76
$77.1M 0.3%
968,006
+103
77
$77.1M 0.3%
792,318
+227,361
78
$76.7M 0.3%
856,667
-7,826
79
$76.7M 0.3%
281,916
-1,596
80
$76.7M 0.3%
474,918
+16,187
81
$75.3M 0.3%
1,579,162
+112,358
82
$74.9M 0.3%
1,893,450
+235,566
83
$74.8M 0.29%
480,752
-3,848
84
$74.3M 0.29%
508,058
-125,767
85
$73.5M 0.29%
364,428
-76,867
86
$73.3M 0.29%
58,424
-237
87
$72.8M 0.29%
364,244
-2,234
88
$72.7M 0.29%
978,872
+247,400
89
$72.1M 0.28%
574,902
+27,625
90
$71.6M 0.28%
160,730
+3,904
91
$70.7M 0.28%
479,533
-2,344
92
$70.1M 0.28%
655,738
-89,925
93
$69.5M 0.27%
857,070
-27,421
94
$67.4M 0.27%
369,606
-124,992
95
$67.1M 0.26%
810,099
+7,904
96
$66.9M 0.26%
434,518
+12,689
97
$66.6M 0.26%
418,715
-91,359
98
$66.1M 0.26%
1,254,522
-5,655
99
$65.4M 0.26%
761,390
-21,467
100
$64.6M 0.25%
687,798
-4,319
2 3
4
5 6