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
1301
$315K ﹤0.01%
4,259
+307
1302
$312K ﹤0.01%
1,614
-291
1303
$312K ﹤0.01%
400
1304
$310K ﹤0.01%
+5,987
1305
$308K ﹤0.01%
4,459
-52,255
1306
$308K ﹤0.01%
50,305
+8,287
1307
$305K ﹤0.01%
4,293
+78
1308
$305K ﹤0.01%
1,114
-2,585
1309
$304K ﹤0.01%
5,908
-1,035
1310
$302K ﹤0.01%
9,475
-3,010
1311
$301K ﹤0.01%
6,782
+75
1312
$301K ﹤0.01%
2,634
+59
1313
$301K ﹤0.01%
5,656
-27,339
1314
$300K ﹤0.01%
2,403
-1,199
1315
$300K ﹤0.01%
10,566
-12,528
1316
$299K ﹤0.01%
5,183
+928
1317
$297K ﹤0.01%
3,995
-75
1318
$297K ﹤0.01%
1,620
-105
1319
$296K ﹤0.01%
9,160
-5
1320
$295K ﹤0.01%
+31,702
1321
$295K ﹤0.01%
2,346
+157
1322
$295K ﹤0.01%
15,153
+25
1323
$293K ﹤0.01%
2,797
-350
1324
$292K ﹤0.01%
+3,911
1325
$292K ﹤0.01%
15,920
+1,238
51 52
53
54 55