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
1101
$627K ﹤0.01%
+13,285
1102
$625K ﹤0.01%
+9,752
1103
$623K ﹤0.01%
30,000
1104
$619K ﹤0.01%
22,974
-3,301
1105
$619K ﹤0.01%
14,906
-409
1106
$618K ﹤0.01%
35,572
-157,029
1107
$609K ﹤0.01%
22,065
+773
1108
$609K ﹤0.01%
12,548
+327
1109
$607K ﹤0.01%
10,871
-106
1110
$600K ﹤0.01%
24,948
-49,906
1111
$599K ﹤0.01%
4,621
+224
1112
$598K ﹤0.01%
7,102
+1,363
1113
$597K ﹤0.01%
+49,492
1114
$596K ﹤0.01%
16,520
-1,805
1115
$595K ﹤0.01%
+47,200
1116
$594K ﹤0.01%
14,247
-21,641
1117
$590K ﹤0.01%
88,327
+11,250
1118
$584K ﹤0.01%
8,267
+865
1119
$578K ﹤0.01%
39,474
+10,341
1120
$577K ﹤0.01%
15,093
-694
1121
$575K ﹤0.01%
867
-130
1122
$574K ﹤0.01%
530
+59
1123
$574K ﹤0.01%
25,035
+4,971
1124
$569K ﹤0.01%
10,472
+3,292
1125
$566K ﹤0.01%
47,200
43 44
45
46 47