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
1176
$492K ﹤0.01%
3,113
+158
1177
$492K ﹤0.01%
8,439
+3,555
1178
$489K ﹤0.01%
17,154
+458
1179
$488K ﹤0.01%
3,246
-92
1180
$483K ﹤0.01%
22,003
+300
1181
$482K ﹤0.01%
9,325
-1,102
1182
$481K ﹤0.01%
10,354
+782
1183
$478K ﹤0.01%
5,415
+1,536
1184
$478K ﹤0.01%
6,651
+2,060
1185
$477K ﹤0.01%
18,169
-37,000
1186
$476K ﹤0.01%
5,685
1187
$475K ﹤0.01%
17,044
-1,425
1188
$473K ﹤0.01%
23,739
-2,391
1189
$472K ﹤0.01%
29,787
+10,058
1190
$466K ﹤0.01%
+4,755
1191
$463K ﹤0.01%
30,517
+53
1192
$462K ﹤0.01%
16,172
+3,864
1193
$462K ﹤0.01%
24,431
-363
1194
$460K ﹤0.01%
4,218
-1
1195
$456K ﹤0.01%
7,067
-91
1196
$456K ﹤0.01%
34,069
-411
1197
$454K ﹤0.01%
+23,291
1198
$453K ﹤0.01%
10,457
-4,158
1199
$453K ﹤0.01%
17,749
-318
1200
$453K ﹤0.01%
16,794
-17,602
46 47
48
49 50