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
501
$4.81M 0.02%
42,764
+7,157
502
$4.79M 0.02%
104,852
-6,529
503
$4.78M 0.02%
52,103
-23,596
504
$4.7M 0.02%
337,002
+11,837
505
$4.64M 0.02%
153,203
+42,145
506
$4.63M 0.02%
243,242
-23,985
507
$4.62M 0.02%
151,116
-36,814
508
$4.6M 0.02%
101,541
+14,588
509
$4.58M 0.02%
176,558
+8,273
510
$4.52M 0.02%
112,311
+13,676
511
$4.5M 0.02%
40,724
-811
512
$4.5M 0.02%
131,193
-1,004
513
$4.5M 0.02%
8,037
+310
514
$4.5M 0.02%
50,008
+978
515
$4.46M 0.02%
75,056
+17,662
516
$4.45M 0.02%
174,806
+73,170
517
$4.45M 0.02%
76,913
+1,692
518
$4.45M 0.02%
26,862
+5,561
519
$4.45M 0.02%
34,906
-5,880
520
$4.44M 0.02%
79,797
+969
521
$4.41M 0.02%
89,366
-14,006
522
$4.39M 0.02%
93,388
-8,177
523
$4.32M 0.01%
261,140
+840
524
$4.31M 0.01%
61,115
-131,447
525
$4.28M 0.01%
288,038
+13,355
19 20
21
22 23