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
476
$5.39M 0.02%
103,820
+800
477
$5.38M 0.02%
107,737
+31,123
478
$5.36M 0.02%
24,943
+160
479
$5.33M 0.02%
83,676
-25,201
480
$5.32M 0.02%
61,563
-1,499
481
$5.31M 0.02%
578,596
+31,544
482
$5.24M 0.02%
100,420
+13,434
483
$5.21M 0.02%
144,191
+1,715
484
$5.2M 0.02%
40,073
+3,279
485
$5.19M 0.02%
31,938
-19,621
486
$5.15M 0.02%
63,181
-4,087
487
$5.14M 0.02%
279,090
-11,235
488
$5.13M 0.02%
158,195
-1,809
489
$5.13M 0.02%
219,961
-1,278
490
$5.08M 0.02%
277,988
+2,172
491
$5.08M 0.02%
45,993
+12,887
492
$5.06M 0.02%
1,785
+115
493
$5.03M 0.02%
125,518
+3,640
494
$5.02M 0.02%
85,312
-646
495
$5M 0.02%
188,768
-1,108
496
$4.96M 0.02%
74,884
-1,936
497
$4.93M 0.02%
63,273
-3,866
498
$4.86M 0.02%
174,451
+21,721
499
$4.86M 0.02%
227,793
-577
500
$4.83M 0.02%
163,073
+6,008
18 19
20
21 22