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
551
$3.89M 0.01%
76,284
+23,219
552
$3.88M 0.01%
74,891
+2,252
553
$3.87M 0.01%
74,287
+1,412
554
$3.84M 0.01%
172,907
-1,706
555
$3.84M 0.01%
108,863
-6,733
556
$3.83M 0.01%
310,645
+18,995
557
$3.81M 0.01%
71,929
+2,493
558
$3.8M 0.01%
205,239
-333
559
$3.78M 0.01%
146,958
-10,552
560
$3.78M 0.01%
64,788
-736
561
$3.78M 0.01%
49,566
+5,149
562
$3.77M 0.01%
30,266
+1,151
563
$3.75M 0.01%
133,547
+1,261
564
$3.75M 0.01%
79,541
+48,199
565
$3.74M 0.01%
69,370
+42,025
566
$3.7M 0.01%
69,210
-63,205
567
$3.69M 0.01%
37,165
+3,601
568
$3.69M 0.01%
23,694
+2,102
569
$3.69M 0.01%
41,784
-15,176
570
$3.67M 0.01%
72,181
+1,011
571
$3.66M 0.01%
81,829
+1,432
572
$3.65M 0.01%
138,112
+10,190
573
$3.65M 0.01%
24,489
+1,312
574
$3.64M 0.01%
31,387
+3,689
575
$3.63M 0.01%
10,827
-1,957
21 22
23
24 25