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
326
$13.3M 0.05%
169,715
+2,512
327
$13.3M 0.05%
81,480
+2,738
328
$13.2M 0.05%
129,320
-14,380
329
$13.1M 0.04%
543,556
+13,439
330
$13.1M 0.04%
101,957
+12,212
331
$13.1M 0.04%
157,186
+86,562
332
$13M 0.04%
390,950
+44,970
333
$12.5M 0.04%
102,546
+6,126
334
$12.5M 0.04%
327,944
+34,791
335
$12.5M 0.04%
56,325
+158
336
$12.3M 0.04%
61,204
+7,813
337
$12.1M 0.04%
287,331
+19,302
338
$12.1M 0.04%
57,486
+3,670
339
$12.1M 0.04%
173,952
+114,691
340
$12M 0.04%
350,441
-2,604
341
$11.9M 0.04%
132,711
+91,109
342
$11.8M 0.04%
173,153
+43
343
$11.3M 0.04%
768,641
+371,137
344
$11.3M 0.04%
24,033
+1,101
345
$11.3M 0.04%
41,429
+6,575
346
$11.2M 0.04%
36,071
+453
347
$11.1M 0.04%
200,969
+19,096
348
$11M 0.04%
134,800
-93,059
349
$11M 0.04%
234,021
+8,891
350
$11M 0.04%
46,114
+2,006
12 13
14
15 16