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
1401
$234K ﹤0.01%
11,028
+599
1402
$233K ﹤0.01%
1,866
+65
1403
$233K ﹤0.01%
14,161
+170
1404
$231K ﹤0.01%
3,480
-66
1405
$231K ﹤0.01%
4,903
-171
1406
$230K ﹤0.01%
9,548
-308
1407
$230K ﹤0.01%
1,489
-25
1408
$229K ﹤0.01%
17,574
-3,500
1409
$229K ﹤0.01%
1,942
-76
1410
$228K ﹤0.01%
+2,787
1411
$226K ﹤0.01%
+939
1412
$225K ﹤0.01%
2,455
-10
1413
$225K ﹤0.01%
11,014
-1,771
1414
$224K ﹤0.01%
9,100
1415
$221K ﹤0.01%
+4,545
1416
$221K ﹤0.01%
20,936
+277
1417
$221K ﹤0.01%
6,183
-3,672
1418
$219K ﹤0.01%
10,087
1419
$218K ﹤0.01%
8,000
1420
$217K ﹤0.01%
+9,162
1421
$215K ﹤0.01%
13,326
1422
$215K ﹤0.01%
2,155
-17,077
1423
$215K ﹤0.01%
1,704
-880
1424
$213K ﹤0.01%
6,101
+650
1425
$213K ﹤0.01%
4,934
-2,049
55 56
57
58 59