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
1201
$452K ﹤0.01%
19,090
+235
1202
$452K ﹤0.01%
4,942
+198
1203
$447K ﹤0.01%
16,340
-9,835
1204
$445K ﹤0.01%
16,587
-801
1205
$445K ﹤0.01%
14,083
-23,595
1206
$444K ﹤0.01%
6,697
+3,410
1207
$444K ﹤0.01%
4,302
+458
1208
$443K ﹤0.01%
7,854
-756
1209
$440K ﹤0.01%
13,485
-151
1210
$440K ﹤0.01%
3,898
+456
1211
$439K ﹤0.01%
10,170
-58,378
1212
$439K ﹤0.01%
34,897
-501
1213
$439K ﹤0.01%
31,960
+4,525
1214
$437K ﹤0.01%
20,956
+3,318
1215
$433K ﹤0.01%
+10,806
1216
$432K ﹤0.01%
19,619
-393
1217
$431K ﹤0.01%
14,022
-6,330
1218
$425K ﹤0.01%
4,421
-199
1219
$422K ﹤0.01%
9,047
+499
1220
$421K ﹤0.01%
4,770
-3,402
1221
$418K ﹤0.01%
4,478
-345
1222
$416K ﹤0.01%
6,506
1223
$416K ﹤0.01%
22,699
-1,190
1224
$409K ﹤0.01%
7,802
-3,269
1225
$409K ﹤0.01%
17,038
-1,784
47 48
49
50 51