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
1426
$213K ﹤0.01%
12,125
+99
1427
$213K ﹤0.01%
18,006
1428
$211K ﹤0.01%
+5,551
1429
$211K ﹤0.01%
11,018
+265
1430
$209K ﹤0.01%
4,629
1431
$209K ﹤0.01%
3,274
-361
1432
$209K ﹤0.01%
7,073
-344
1433
$209K ﹤0.01%
19,010
1434
$206K ﹤0.01%
+9,308
1435
$206K ﹤0.01%
2,273
1436
$206K ﹤0.01%
8,129
-29,734
1437
$205K ﹤0.01%
5,700
1438
$204K ﹤0.01%
+9,747
1439
$204K ﹤0.01%
+4,424
1440
$203K ﹤0.01%
2,759
-7
1441
$203K ﹤0.01%
+3,792
1442
$203K ﹤0.01%
6,853
+180
1443
$202K ﹤0.01%
+4,800
1444
$202K ﹤0.01%
+6,114
1445
$201K ﹤0.01%
8,385
-1
1446
$198K ﹤0.01%
45,725
+1,499
1447
$194K ﹤0.01%
12,926
+1,492
1448
$192K ﹤0.01%
13,764
-1
1449
$191K ﹤0.01%
19,983
-99
1450
$188K ﹤0.01%
10,912
-2,812
56 57
58
59 60