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
176
$36.4M 0.14%
371,491
-1,045
177
$36.2M 0.14%
221,301
-289
178
$36.1M 0.14%
123,840
+40,711
179
$36M 0.14%
214,876
+7,020
180
$35.9M 0.14%
392,494
-38,442
181
$35.5M 0.14%
114
+2
182
$35.4M 0.14%
794,206
-22,511
183
$35.1M 0.14%
618,899
+38,545
184
$35.1M 0.14%
1,120,363
+8,796
185
$35.1M 0.14%
197,818
-1,656
186
$34.7M 0.14%
894,159
-384,450
187
$34.2M 0.13%
329,739
-10,575
188
$33.8M 0.13%
162,990
+4,459
189
$33.6M 0.13%
591,426
+578,227
190
$33M 0.13%
299,830
-4,589
191
$32.7M 0.13%
1,157,376
-291
192
$32.6M 0.13%
83,551
+4,147
193
$32.5M 0.13%
683,006
-381
194
$32.1M 0.13%
356,674
-204,052
195
$32M 0.13%
1,198,619
-18,885
196
$31.8M 0.13%
312,149
-13,398
197
$31.4M 0.12%
280,869
-266
198
$30.6M 0.12%
273,845
+13,459
199
$29.1M 0.11%
526,838
+156,852
200
$29.1M 0.11%
154,335
+4,889
6 7
8
9 10