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
401
$7.93M 0.03%
128,156
-6,868
402
$7.88M 0.03%
82,754
+3,802
403
$7.83M 0.03%
121,023
-27,659
404
$7.71M 0.03%
113,231
+24,336
405
$7.69M 0.03%
142,658
-61,854
406
$7.65M 0.03%
35,887
-4,319
407
$7.63M 0.03%
157,358
+10,664
408
$7.61M 0.03%
94,049
-24,501
409
$7.59M 0.03%
422,432
+145,617
410
$7.54M 0.03%
5,621
+1,093
411
$7.49M 0.03%
140,238
+77,484
412
$7.48M 0.03%
92,974
-218
413
$7.46M 0.03%
144,664
414
$7.44M 0.03%
511,728
+2,174
415
$7.36M 0.03%
421,558
+69,996
416
$7.29M 0.03%
51,815
+10,417
417
$7.29M 0.03%
83,857
+1,378
418
$7.2M 0.02%
227,153
+140,665
419
$7.2M 0.02%
72,482
-8,587
420
$7.19M 0.02%
199,943
+10,037
421
$7.16M 0.02%
245,170
-9,242
422
$7.09M 0.02%
49,318
-12,958
423
$7.05M 0.02%
131,532
-5,403
424
$7.01M 0.02%
110,930
+7,602
425
$7M 0.02%
99,952
-2,960
15 16
17
18 19