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
1051
$767K ﹤0.01%
12,707
-3,452
1052
$765K ﹤0.01%
17,708
-120,288
1053
$763K ﹤0.01%
47,424
-103,126
1054
$763K ﹤0.01%
16,331
-2,419
1055
$762K ﹤0.01%
39,353
-6,939
1056
$759K ﹤0.01%
1,842
+617
1057
$757K ﹤0.01%
11,729
-1,003
1058
$749K ﹤0.01%
19,566
+8,578
1059
$748K ﹤0.01%
6,506
-464
1060
$743K ﹤0.01%
33,177
+418
1061
$743K ﹤0.01%
15,442
+10,898
1062
$741K ﹤0.01%
35,140
-54,896
1063
$738K ﹤0.01%
49,276
+2,735
1064
$737K ﹤0.01%
67,897
+3,432
1065
$736K ﹤0.01%
9,353
+288
1066
$734K ﹤0.01%
33,960
+2,954
1067
$733K ﹤0.01%
225,600
+71,466
1068
$733K ﹤0.01%
17,427
+210
1069
$720K ﹤0.01%
15,000
1070
$716K ﹤0.01%
29,565
+3,386
1071
$710K ﹤0.01%
38,651
+3,688
1072
$704K ﹤0.01%
6,606
+460
1073
$703K ﹤0.01%
41,345
+2,606
1074
$696K ﹤0.01%
13,261
-701
1075
$693K ﹤0.01%
16,928
-7,637
41 42
43
44 45