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
26
$194M 0.67%
2,455,405
+298,433
27
$189M 0.65%
3,178,950
+27,983
28
$187M 0.64%
527,482
+18,187
29
$181M 0.62%
541,307
-18,607
30
$180M 0.62%
941,938
-10,120
31
$179M 0.61%
1,833,181
+382
32
$175M 0.6%
4,056,306
+686,081
33
$171M 0.59%
2,435,436
+73,835
34
$170M 0.58%
4,734,360
-13,630
35
$166M 0.57%
2,990,249
+19,788
36
$156M 0.53%
1,810,545
+38,519
37
$155M 0.53%
458,256
+35,348
38
$141M 0.48%
1,702,117
+189,075
39
$141M 0.48%
420,609
-17,204
40
$140M 0.48%
1,912,220
+82,320
41
$140M 0.48%
1,010,565
-30,164
42
$138M 0.47%
1,321,754
+27,759
43
$136M 0.47%
910,617
-95,054
44
$129M 0.44%
1,398,802
+16,902
45
$126M 0.43%
1,386,763
+10,887
46
$124M 0.42%
2,055,009
+152,011
47
$122M 0.42%
554,811
+19,667
48
$119M 0.41%
4,956,778
+98,872
49
$118M 0.41%
3,267,049
+3,041,974
50
$118M 0.4%
999,897
+167,848
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