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
276
$19.2M 0.07%
147,563
+8,445
277
$19M 0.07%
408,027
+20,357
278
$18.5M 0.06%
229,423
-2,881
279
$18.3M 0.06%
132,435
+8,686
280
$18.1M 0.06%
218,613
+4,053
281
$18.1M 0.06%
329,440
+44,704
282
$18M 0.06%
114,763
-2,130
283
$17.9M 0.06%
556,420
-16,025
284
$17.8M 0.06%
98,451
+4,749
285
$17.7M 0.06%
245,533
-21,170
286
$17.6M 0.06%
80,426
-27,149
287
$17.4M 0.06%
61,381
+5,367
288
$17.3M 0.06%
281,144
+4,244
289
$17.3M 0.06%
256,130
+1,296
290
$17.2M 0.06%
52,882
+4,251
291
$17.2M 0.06%
290,324
+218,126
292
$17M 0.06%
75,000
+2,305
293
$17M 0.06%
785,557
+656,827
294
$17M 0.06%
277,424
-4,930
295
$17M 0.06%
323,465
+46,907
296
$16.9M 0.06%
183,312
-4,199
297
$16.9M 0.06%
140,237
+3,037
298
$16.8M 0.06%
167,895
+909
299
$16.8M 0.06%
79,479
-5,913
300
$16.5M 0.06%
428,957
-11,556
10 11
12
13 14