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
1001
$897K ﹤0.01%
4,379
+1,147
1002
$891K ﹤0.01%
34,221
-35,673
1003
$890K ﹤0.01%
11,202
-628
1004
$889K ﹤0.01%
6,422
+25
1005
$887K ﹤0.01%
12,497
-12,144
1006
$880K ﹤0.01%
24,236
-10,182
1007
$879K ﹤0.01%
25,579
+1,127
1008
$877K ﹤0.01%
67,106
1009
$873K ﹤0.01%
66,980
-45,545
1010
$871K ﹤0.01%
15,852
+3,066
1011
$869K ﹤0.01%
20,692
1012
$865K ﹤0.01%
7,335
+1,960
1013
$864K ﹤0.01%
8,916
+13
1014
$864K ﹤0.01%
7,425
+3,859
1015
$860K ﹤0.01%
5,065
+260
1016
$857K ﹤0.01%
23,410
+463
1017
$843K ﹤0.01%
25,546
+798
1018
$843K ﹤0.01%
24,973
+547
1019
$841K ﹤0.01%
61,121
-830
1020
$838K ﹤0.01%
23,178
-2,484
1021
$838K ﹤0.01%
12,927
-6,165
1022
$837K ﹤0.01%
8,140
-5,101
1023
$833K ﹤0.01%
43,472
+1,416
1024
$830K ﹤0.01%
18,645
-46,785
1025
$830K ﹤0.01%
63,385
+2,008
39 40
41
42 43