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
351
$10.9M 0.04%
543,697
-51,054
352
$10.8M 0.04%
43,912
-7,702
353
$10.8M 0.04%
104,095
-865
354
$10.8M 0.04%
300,136
-44,028
355
$10.6M 0.04%
235,318
+181,353
356
$10.5M 0.04%
426,264
-7,484
357
$10.4M 0.04%
233,997
+224,143
358
$10.4M 0.04%
255,066
+5,124
359
$10.4M 0.04%
121,218
+8,874
360
$10.3M 0.04%
77,779
-983
361
$10.2M 0.03%
488,408
+144,347
362
$10.1M 0.03%
95,139
-1,335
363
$9.98M 0.03%
126,419
-291,663
364
$9.93M 0.03%
182,933
+8,908
365
$9.88M 0.03%
180,295
+34,838
366
$9.78M 0.03%
103,266
-20,565
367
$9.76M 0.03%
118,987
-22,376
368
$9.68M 0.03%
87,301
+53,124
369
$9.63M 0.03%
319,766
+157,401
370
$9.52M 0.03%
270,122
+20,858
371
$9.52M 0.03%
161,345
+4,941
372
$9.48M 0.03%
87,608
+14,613
373
$9.42M 0.03%
33,945
+5,308
374
$9.42M 0.03%
54,753
-14,264
375
$9.39M 0.03%
1,190,000
-200,000
13 14
15
16 17