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
301
$16.3M 0.06%
103,396
+171
302
$16.2M 0.06%
231,014
-768
303
$16.2M 0.06%
69,365
+5,120
304
$16.1M 0.06%
382,629
+2,157
305
$16.1M 0.06%
194,533
+2,507
306
$15.9M 0.05%
549,987
-19,469
307
$15.8M 0.05%
172,481
+8,869
308
$15.7M 0.05%
70,647
+2,240
309
$15.6M 0.05%
312,740
+95,800
310
$15.1M 0.05%
259,680
-16,377
311
$14.9M 0.05%
64,361
-2,911
312
$14.8M 0.05%
273,715
+20,561
313
$14.6M 0.05%
311,119
+7,403
314
$14.6M 0.05%
212,178
-12
315
$14.5M 0.05%
159,500
+43,239
316
$14.2M 0.05%
121,597
-8,322
317
$14.1M 0.05%
114,881
+8,689
318
$14.1M 0.05%
236,385
+43,023
319
$14M 0.05%
539,622
-10,983
320
$13.9M 0.05%
464,697
-26,167
321
$13.9M 0.05%
303,981
+6,999
322
$13.9M 0.05%
151,024
+7,081
323
$13.8M 0.05%
63,306
+2,027
324
$13.5M 0.05%
74,753
-3,673
325
$13.4M 0.05%
216,527
-40,824
11 12
13
14 15