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
126
$52M 0.2%
945,562
-56,097
127
$51.9M 0.2%
362,903
-1,150
128
$50.6M 0.2%
+401,315
129
$50.3M 0.2%
232,680
+1,425
130
$50.2M 0.2%
345,008
+97,543
131
$49.9M 0.2%
299,901
+2,033
132
$49.8M 0.2%
1,082,403
-6,124
133
$49.1M 0.19%
538,338
+100,578
134
$48.9M 0.19%
616,268
+2,701
135
$48.5M 0.19%
294,399
-982
136
$48.4M 0.19%
218,685
+1,990
137
$48.2M 0.19%
951,144
-108,636
138
$48.2M 0.19%
307,987
-1,917
139
$48M 0.19%
444,423
-38,083
140
$47.9M 0.19%
291,346
-3,537
141
$47.9M 0.19%
1,736,160
+373,340
142
$47.9M 0.19%
755,552
+21,047
143
$47.8M 0.19%
248,611
+3,449
144
$47.4M 0.19%
708,795
+66,839
145
$47.3M 0.19%
1,049,535
+94,999
146
$47M 0.19%
478,772
+132,677
147
$46.8M 0.18%
937,529
-25,968
148
$46.5M 0.18%
572,814
-212,415
149
$46M 0.18%
708,419
-33,982
150
$45.8M 0.18%
800,783
-4,155
4 5
6
7 8