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
201
$28.7M 0.11%
222,148
-28,463
202
$28.6M 0.11%
145,889
+49,636
203
$28.5M 0.11%
474,456
+20,116
204
$28.4M 0.11%
240,198
+23,883
205
$28.4M 0.11%
247,011
+4,417
206
$27.9M 0.11%
307,319
-2,341
207
$27.8M 0.11%
2,647,806
-10,488
208
$27.7M 0.11%
153,377
-736
209
$27.5M 0.11%
450,984
+5,813
210
$26.6M 0.1%
498,951
-14,995
211
$26.5M 0.1%
311,383
+40,223
212
$26.3M 0.1%
576,035
+503,776
213
$26.3M 0.1%
730,900
-28,482
214
$26M 0.1%
355,491
+7,254
215
$25.7M 0.1%
329,280
-7,428
216
$25.7M 0.1%
571,092
+7,876
217
$25.5M 0.1%
189,694
-10,729
218
$25.4M 0.1%
91,944
+344
219
$25.2M 0.1%
820,312
-136,641
220
$25.1M 0.1%
645,010
-71,762
221
$24.9M 0.1%
208,489
+2,712
222
$24.8M 0.1%
117,474
+5,043
223
$24.8M 0.1%
804,601
+56,387
224
$24.8M 0.1%
848,358
+20,478
225
$24.6M 0.1%
246,302
-20,646
7 8
9
10 11