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
976
$989K ﹤0.01%
20,576
+694
977
$985K ﹤0.01%
17,452
-484
978
$980K ﹤0.01%
13,025
+1,948
979
$979K ﹤0.01%
93,729
+9,455
980
$975K ﹤0.01%
16,463
+638
981
$960K ﹤0.01%
36,161
+1,312
982
$959K ﹤0.01%
29,907
+10,894
983
$957K ﹤0.01%
6,627
-208
984
$955K ﹤0.01%
6,389
+626
985
$952K ﹤0.01%
2,914
+348
986
$949K ﹤0.01%
12,348
-323
987
$945K ﹤0.01%
16,499
-455
988
$939K ﹤0.01%
38,342
989
$939K ﹤0.01%
4,549
+240
990
$926K ﹤0.01%
12,544
+1,970
991
$921K ﹤0.01%
123,002
+29,772
992
$920K ﹤0.01%
21,877
-276
993
$918K ﹤0.01%
52,776
+3,603
994
$911K ﹤0.01%
6,771
-148
995
$909K ﹤0.01%
24,326
-672
996
$907K ﹤0.01%
32,749
+15,275
997
$905K ﹤0.01%
44,869
+1,188
998
$905K ﹤0.01%
28,992
-1,028
999
$904K ﹤0.01%
30,281
+1,906
1000
$902K ﹤0.01%
75,892
+41,206
38 39
40
41 42