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
101
$64.4M 0.25%
351,306
-19,197
102
$63.7M 0.25%
1,009,552
-1,385,373
103
$62.8M 0.25%
1,153,176
-11,339
104
$62.7M 0.25%
370,395
+35,420
105
$62.1M 0.24%
31,642
+666
106
$62.1M 0.24%
348,701
+40,819
107
$61.6M 0.24%
375,655
-1,623
108
$61M 0.24%
1,047,264
+23,676
109
$60.9M 0.24%
750,997
+83,847
110
$60.5M 0.24%
687,029
+53,823
111
$60.4M 0.24%
304,749
+3,138
112
$59.4M 0.23%
273,495
+23,215
113
$58.9M 0.23%
496,043
-91,829
114
$58.5M 0.23%
930,943
-2,970
115
$58.4M 0.23%
1,034,263
+157,742
116
$57M 0.22%
825,527
+6,123
117
$56.9M 0.22%
888,393
+43,884
118
$56M 0.22%
449,634
+2,402
119
$55.8M 0.22%
338,331
-969
120
$55.7M 0.22%
1,192,935
+11,580
121
$54M 0.21%
1,947,844
+22,636
122
$52.9M 0.21%
3,542,640
-8,304
123
$52.4M 0.21%
352,780
-1,172
124
$52.2M 0.21%
191,436
+25,833
125
$52.1M 0.21%
507,622
-10,226
3 4
5
6 7