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
451
$6.21M 0.02%
182,978
+2,713
452
$6.19M 0.02%
18,797
-1,769
453
$6.19M 0.02%
98,094
-6,031
454
$6.12M 0.02%
5,651
+62
455
$6.11M 0.02%
115,164
-2,256
456
$6.08M 0.02%
101,008
+1,714
457
$6.03M 0.02%
240,521
-1,309
458
$6M 0.02%
30,661
-487
459
$5.98M 0.02%
121,907
-3,994
460
$5.91M 0.02%
+118,844
461
$5.91M 0.02%
49,284
-950
462
$5.9M 0.02%
107,039
-7,615
463
$5.89M 0.02%
227,694
+15,690
464
$5.87M 0.02%
71,614
+74
465
$5.82M 0.02%
394,832
+111,876
466
$5.81M 0.02%
680,233
-9,132
467
$5.8M 0.02%
215,245
+3,167
468
$5.78M 0.02%
318,373
-9,195
469
$5.67M 0.02%
203,693
470
$5.65M 0.02%
91,668
+739
471
$5.54M 0.02%
111,012
+10,776
472
$5.5M 0.02%
167,903
-951
473
$5.48M 0.02%
26,869
-622
474
$5.41M 0.02%
52,984
-1,108
475
$5.41M 0.02%
505,915
+22,886
17 18
19
20 21