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
151
$44.8M 0.18%
587,745
+2,914
152
$44.7M 0.18%
318,905
+2,371
153
$44.2M 0.17%
180,515
+3,967
154
$44M 0.17%
544,849
+69,338
155
$43.8M 0.17%
1,255,293
+16,609
156
$41.4M 0.16%
565,543
+148,682
157
$41.3M 0.16%
379,776
+56,658
158
$41.2M 0.16%
637,226
+507,245
159
$41.2M 0.16%
218,041
-1,613
160
$41M 0.16%
288,433
+1,946
161
$40.7M 0.16%
293,024
+159,736
162
$40.1M 0.16%
658,685
+97,766
163
$40M 0.16%
417,784
+21,985
164
$40M 0.16%
287,521
-917
165
$39.7M 0.16%
174,373
-77,385
166
$39.1M 0.15%
231,245
+8,905
167
$38.5M 0.15%
300,182
-12,140
168
$37.9M 0.15%
1,172,856
+323,950
169
$37.9M 0.15%
319,636
+984
170
$37.6M 0.15%
211,392
+5,418
171
$37.6M 0.15%
848,147
-4,194
172
$37.5M 0.15%
114,417
-16,710
173
$37.4M 0.15%
296,186
-18,601
174
$37.1M 0.15%
446,548
+8,709
175
$37M 0.15%
523,632
-4,606
5 6
7
8 9