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
376
$9.3M 0.03%
59,335
+3,202
377
$9.2M 0.03%
564,799
+111,126
378
$9.19M 0.03%
154,556
+2,825
379
$9.19M 0.03%
85,477
-6,165
380
$9.08M 0.03%
149,691
+40,351
381
$9.08M 0.03%
78,304
+11,733
382
$9.03M 0.03%
+167,580
383
$8.97M 0.03%
322,349
+59,271
384
$8.89M 0.03%
310,874
+934
385
$8.75M 0.03%
285,809
-19,322
386
$8.72M 0.03%
100,206
+7,068
387
$8.65M 0.03%
156,233
+65,459
388
$8.6M 0.03%
54,807
+2,716
389
$8.57M 0.03%
66,430
+62,710
390
$8.56M 0.03%
255,126
+215,151
391
$8.53M 0.03%
88,063
+914
392
$8.47M 0.03%
239,367
+4,917
393
$8.44M 0.03%
40,893
+1,994
394
$8.41M 0.03%
337,212
-199,727
395
$8.4M 0.03%
140,508
-3,056
396
$8.14M 0.03%
71,103
+3,020
397
$8.11M 0.03%
74,825
-587
398
$8.08M 0.03%
269,854
+45,248
399
$8.05M 0.03%
223,151
-66,048
400
$7.95M 0.03%
221,781
+64,309
14 15
16
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