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
1251
$382K ﹤0.01%
3,682
-29
1252
$381K ﹤0.01%
4,006
-1
1253
$379K ﹤0.01%
8,717
1254
$378K ﹤0.01%
5,708
+54
1255
$377K ﹤0.01%
+800
1256
$377K ﹤0.01%
9,957
-846
1257
$372K ﹤0.01%
+19,250
1258
$372K ﹤0.01%
9,295
-4,701
1259
$370K ﹤0.01%
6,581
-2,576
1260
$368K ﹤0.01%
4,726
-378
1261
$366K ﹤0.01%
39,382
-3,729
1262
$363K ﹤0.01%
3,198
+1,418
1263
$362K ﹤0.01%
125,887
+86
1264
$361K ﹤0.01%
8,027
-60
1265
$360K ﹤0.01%
5,756
+74
1266
$360K ﹤0.01%
14,950
-9,593
1267
$359K ﹤0.01%
2,917
-11
1268
$358K ﹤0.01%
2,777
+360
1269
$357K ﹤0.01%
52,704
+1,012
1270
$355K ﹤0.01%
3,047
+1,050
1271
$355K ﹤0.01%
8,000
1272
$354K ﹤0.01%
+21,367
1273
$351K ﹤0.01%
22,573
-1,424
1274
$350K ﹤0.01%
5,841
+17
1275
$348K ﹤0.01%
7,014
-302
49 50
51
52 53