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
426
$6.97M 0.02%
267,577
-2,722
427
$6.89M 0.02%
4,027
+54
428
$6.88M 0.02%
56,449
-21,178
429
$6.87M 0.02%
245,615
-29,269
430
$6.86M 0.02%
188,565
-63,235
431
$6.85M 0.02%
90,695
-2,466
432
$6.74M 0.02%
66,436
-620
433
$6.71M 0.02%
224,241
+7,921
434
$6.61M 0.02%
45,392
-11,515
435
$6.59M 0.02%
+658,976
436
$6.59M 0.02%
106,380
+15,184
437
$6.58M 0.02%
283,442
+3,927
438
$6.57M 0.02%
349,770
+13,280
439
$6.54M 0.02%
29,847
+3,722
440
$6.53M 0.02%
133,549
-11,141
441
$6.47M 0.02%
634,940
-19,592
442
$6.46M 0.02%
45,061
-52,985
443
$6.36M 0.02%
30,356
+2,524
444
$6.32M 0.02%
59,906
+4,035
445
$6.28M 0.02%
34,385
-70
446
$6.25M 0.02%
229,868
-1,374
447
$6.25M 0.02%
140,061
-427
448
$6.24M 0.02%
94,572
+3,818
449
$6.22M 0.02%
167,419
-14,844
450
$6.21M 0.02%
103,498
+337
16 17
18
19 20