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
1351
$275K ﹤0.01%
7,227
-347
1352
$272K ﹤0.01%
6,191
-3,813
1353
$272K ﹤0.01%
13,802
1354
$272K ﹤0.01%
15,620
+156
1355
$269K ﹤0.01%
4,589
-502,388
1356
$269K ﹤0.01%
9,622
-284
1357
$266K ﹤0.01%
1,740
+15
1358
$263K ﹤0.01%
8,200
1359
$262K ﹤0.01%
10,925
+975
1360
$262K ﹤0.01%
10,146
+678
1361
$261K ﹤0.01%
4,449
+472
1362
$260K ﹤0.01%
3,430
+145
1363
$257K ﹤0.01%
10,169
-102,630
1364
$257K ﹤0.01%
17,169
+5,930
1365
$256K ﹤0.01%
10,791
+180
1366
$252K ﹤0.01%
+3,373
1367
$250K ﹤0.01%
4,520
1368
$249K ﹤0.01%
3,731
-240
1369
$249K ﹤0.01%
6,585
1370
$249K ﹤0.01%
6,793
-14
1371
$249K ﹤0.01%
13,514
-18,102
1372
$248K ﹤0.01%
25,395
+7,337
1373
$248K ﹤0.01%
5,860
-2,030
1374
$248K ﹤0.01%
6,956
-16,142
1375
$247K ﹤0.01%
4,000
-795
53 54
55
56 57