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
$29.2B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,611
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$34.9M
3
+$33.5M
4
FND icon
Floor & Decor
FND
+$33.2M
5
CAT icon
Caterpillar
CAT
+$31.5M

Top Sells

1
+$146M
2
+$47.3M
3
+$41.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$34M
5
ATR icon
AptarGroup
ATR
+$29.2M

Sector Composition

1 Technology 18.86%
2 Healthcare 11.98%
3 Financials 10.88%
4 Industrials 9.36%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27.2M 0.09%
108,233
-67,035
227
$27.1M 0.09%
314,090
-10,682
228
$26.8M 0.09%
684,844
+170,496
229
$26.8M 0.09%
309,423
+8,358
230
$26.5M 0.09%
231,227
+6,962
231
$26.5M 0.09%
2,486,190
-71,433
232
$26.4M 0.09%
288,685
+57,806
233
$25.7M 0.09%
342,510
-2,946
234
$25.1M 0.09%
173,577
+302
235
$25M 0.09%
116,660
+3,605
236
$24.9M 0.09%
58,579
+27,756
237
$24.4M 0.08%
1,273,136
-4,950
238
$23.8M 0.08%
397,056
-3,286
239
$23.8M 0.08%
953,630
+25,998
240
$23.5M 0.08%
173,902
-2,340
241
$23.4M 0.08%
296,808
-36,012
242
$23.3M 0.08%
1,269,706
+16,364
243
$22.9M 0.08%
79,953
+2,336
244
$22.7M 0.08%
168,737
+38,265
245
$22.7M 0.08%
154,273
-111,934
246
$22.7M 0.08%
+579,860
247
$22.4M 0.08%
882,030
+23,766
248
$22.3M 0.08%
249,856
+119,788
249
$22.2M 0.08%
93,281
+5,468
250
$22.2M 0.08%
217,359
-8,058
8 9
10
11 12