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
1501
$18K ﹤0.01%
30,600
1502
$16K ﹤0.01%
38,707
1503
$9K ﹤0.01%
255,451
1504
– –
-2,895
1505
– –
-4,795
1506
– –
-15,949
1507
– –
-8,451
1508
– –
-3,935
1509
– –
-12,383
1510
– –
-11,486
1511
– –
-80,700
1512
– –
-31,575
1513
– –
-17,403
1514
– –
-10,577
1515
– –
-1,415
1516
– –
-49,161
1517
– –
-3,999
1518
– –
-31,090
1519
– –
-11,148
1520
– –
-965,572
1521
– –
-13,229
1522
– –
-4,448
1523
– –
-117,326
1524
– –
-9,302
1525
– –
-19,659
59 60
61
62 63