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
576
$3.63M 0.01%
87,024
-92,160
577
$3.62M 0.01%
31,352
+160
578
$3.62M 0.01%
28,217
-258
579
$3.58M 0.01%
2,404
+98
580
$3.58M 0.01%
318,031
+3,641
581
$3.57M 0.01%
207,889
+84,982
582
$3.56M 0.01%
198,836
-199,066
583
$3.56M 0.01%
56,409
+550
584
$3.56M 0.01%
67,252
+32,535
585
$3.52M 0.01%
30,727
+1,438
586
$3.52M 0.01%
57,816
-5,680
587
$3.51M 0.01%
102,940
-56,989
588
$3.51M 0.01%
198,495
-9,092
589
$3.5M 0.01%
37,838
+363
590
$3.48M 0.01%
165,301
-178,479
591
$3.48M 0.01%
171,239
+138,599
592
$3.47M 0.01%
44,286
+462
593
$3.47M 0.01%
251,080
+8,199
594
$3.46M 0.01%
16,168
-100
595
$3.41M 0.01%
49,777
+960
596
$3.4M 0.01%
186,900
-10,265
597
$3.39M 0.01%
40,692
+1,512
598
$3.38M 0.01%
57,037
-24,025
599
$3.38M 0.01%
153,783
+6,685
600
$3.37M 0.01%
+199,320
22 23
24
25 26