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
1126
$565K ﹤0.01%
22,012
-2,066
1127
$564K ﹤0.01%
18,827
+5,339
1128
$559K ﹤0.01%
9,598
-2,646
1129
$559K ﹤0.01%
56,689
+4,816
1130
$558K ﹤0.01%
4,302
+423
1131
$554K ﹤0.01%
21,810
-16,675
1132
$553K ﹤0.01%
12,997
1133
$553K ﹤0.01%
7,547
+409
1134
$552K ﹤0.01%
18,310
-2,199
1135
$551K ﹤0.01%
10,466
+5,531
1136
$550K ﹤0.01%
52,397
+8,452
1137
$548K ﹤0.01%
4,947
-1,050
1138
$548K ﹤0.01%
3,621
+419
1139
$546K ﹤0.01%
26,946
+13,024
1140
$546K ﹤0.01%
9,840
-470
1141
$545K ﹤0.01%
8,712
+365
1142
$542K ﹤0.01%
36,672
-100
1143
$542K ﹤0.01%
4,279
-1,381
1144
$539K ﹤0.01%
11,175
+6,001
1145
$537K ﹤0.01%
20,536
1146
$532K ﹤0.01%
11,700
-10,818
1147
$530K ﹤0.01%
6,875
-143
1148
$530K ﹤0.01%
3,928
+7
1149
$530K ﹤0.01%
8,037
-152
1150
$529K ﹤0.01%
30,759
-1
44 45
46
47 48