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
526
$4.27M 0.01%
10,318
-1,886
527
$4.18M 0.01%
29,738
-214
528
$4.18M 0.01%
193,190
-264
529
$4.14M 0.01%
116,179
+10,216
530
$4.11M 0.01%
313,043
-1,683
531
$4.1M 0.01%
408,439
-189,744
532
$4.09M 0.01%
66,255
+3,663
533
$4.09M 0.01%
45,838
+1,413
534
$4.08M 0.01%
40,582
-18,753
535
$4.08M 0.01%
+16,945
536
$4.07M 0.01%
81,221
-3,912
537
$4.07M 0.01%
58,804
+64
538
$4.06M 0.01%
77,908
+13,225
539
$4.05M 0.01%
14,774
+74
540
$4.03M 0.01%
160,670
-32,477
541
$4.03M 0.01%
20,602
-116
542
$4.03M 0.01%
108,910
-597
543
$4.02M 0.01%
81,660
+7,546
544
$4.02M 0.01%
182,291
-31,372
545
$3.98M 0.01%
41,595
-1,755
546
$3.94M 0.01%
330,975
+21,081
547
$3.94M 0.01%
23,676
-6,072
548
$3.92M 0.01%
19,373
+18,119
549
$3.91M 0.01%
135,781
-113,111
550
$3.89M 0.01%
83,884
+20,258
20 21
22
23 24