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
251
$22M 0.08%
382,464
-174,921
252
$21.9M 0.08%
360,380
+13,727
253
$21.8M 0.07%
286,109
+283,742
254
$21.6M 0.07%
339,212
-23,347
255
$21.2M 0.07%
578,002
-15,853
256
$21.2M 0.07%
88,813
-33,368
257
$21.1M 0.07%
98,068
-24,277
258
$21M 0.07%
150,797
-3,042
259
$21M 0.07%
43,318
+3,793
260
$20.9M 0.07%
270,862
+10,007
261
$20.8M 0.07%
260,917
+139,756
262
$20.7M 0.07%
128,099
+60,553
263
$20.7M 0.07%
430,967
+413,665
264
$20.7M 0.07%
140,475
+2,758
265
$20.5M 0.07%
252,968
+33,308
266
$20.3M 0.07%
111,817
+860
267
$20.3M 0.07%
252,656
+52,551
268
$20.2M 0.07%
180,007
+1,673
269
$20M 0.07%
249,819
+2,870
270
$19.8M 0.07%
143,585
-3,284
271
$19.8M 0.07%
455,981
-53,817
272
$19.7M 0.07%
49,792
+652
273
$19.6M 0.07%
507,978
-610
274
$19.5M 0.07%
166,680
+27,080
275
$19.5M 0.07%
203,133
+26,677
9 10
11
12 13