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
1326
$291K ﹤0.01%
17,030
-1,850
1327
$290K ﹤0.01%
10,490
+1,512
1328
$289K ﹤0.01%
5,173
+70
1329
$288K ﹤0.01%
3,524
+215
1330
$287K ﹤0.01%
18,931
+1,313
1331
$286K ﹤0.01%
+6,416
1332
$286K ﹤0.01%
47,250
1333
$285K ﹤0.01%
13,412
+2,662
1334
$284K ﹤0.01%
5,940
+598
1335
$284K ﹤0.01%
21,959
+99
1336
$282K ﹤0.01%
5,740
+1,096
1337
$282K ﹤0.01%
12,206
+1,481
1338
$281K ﹤0.01%
+3,448
1339
$280K ﹤0.01%
24,305
1340
$280K ﹤0.01%
9,431
1341
$279K ﹤0.01%
30,202
+275
1342
$278K ﹤0.01%
+2,711
1343
$278K ﹤0.01%
7,526
-816
1344
$278K ﹤0.01%
21,428
+1,830
1345
$278K ﹤0.01%
6,310
+75
1346
$278K ﹤0.01%
14,871
-6,283
1347
$277K ﹤0.01%
8,116
-1,476
1348
$277K ﹤0.01%
19,195
-8
1349
$276K ﹤0.01%
7,095
+302
1350
$276K ﹤0.01%
6,734
-22,970
52 53
54
55 56