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
1451
$185K ﹤0.01%
41,448
-1,013
1452
$176K ﹤0.01%
12,575
-3
1453
$175K ﹤0.01%
15,557
1454
$175K ﹤0.01%
16,518
1455
$174K ﹤0.01%
16,642
1456
$174K ﹤0.01%
10,304
-285
1457
$171K ﹤0.01%
12,050
1458
$171K ﹤0.01%
734,327
+992
1459
$170K ﹤0.01%
+11,000
1460
$164K ﹤0.01%
11,361
-34,564
1461
$163K ﹤0.01%
27,718
-127,915
1462
$163K ﹤0.01%
26,004
-2,201
1463
$161K ﹤0.01%
11,101
-349,797
1464
$160K ﹤0.01%
3,610
+210
1465
$154K ﹤0.01%
10,968
-233
1466
$154K ﹤0.01%
+10,775
1467
$153K ﹤0.01%
10,697
-6,557
1468
$151K ﹤0.01%
11,838
1469
$151K ﹤0.01%
13,973
-4,624
1470
$148K ﹤0.01%
13,444
+1,799
1471
$148K ﹤0.01%
14,890
1472
$146K ﹤0.01%
80,000
1473
$138K ﹤0.01%
10,652
1474
$129K ﹤0.01%
10,175
-1,000
1475
$122K ﹤0.01%
5,218
57 58
59
60 61