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
1276
$345K ﹤0.01%
19,378
-362
1277
$344K ﹤0.01%
7,854
-229
1278
$339K ﹤0.01%
996
+166
1279
$338K ﹤0.01%
8,655
+1,042
1280
$337K ﹤0.01%
+5,335
1281
$335K ﹤0.01%
3,925
-17
1282
$333K ﹤0.01%
25,566
-41
1283
$333K ﹤0.01%
5,128
-1,470
1284
$331K ﹤0.01%
7,053
-3,453
1285
$331K ﹤0.01%
6,267
-610
1286
$330K ﹤0.01%
5,667
-77
1287
$326K ﹤0.01%
5,783
-196
1288
$326K ﹤0.01%
4,900
-701
1289
$324K ﹤0.01%
4,297
+847
1290
$323K ﹤0.01%
21,040
-400
1291
$323K ﹤0.01%
11,527
-7,411
1292
$323K ﹤0.01%
28,136
+3,569
1293
$323K ﹤0.01%
37,654
-1,177
1294
$322K ﹤0.01%
16,500
-1,500
1295
$320K ﹤0.01%
8,011
-869
1296
$319K ﹤0.01%
11,664
-1
1297
$318K ﹤0.01%
6,896
-1
1298
$318K ﹤0.01%
5,286
+490
1299
$318K ﹤0.01%
6,279
-314
1300
$315K ﹤0.01%
13,718
+248
50 51
52
53 54