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
601
$3.37M 0.01%
43,388
-228
602
$3.34M 0.01%
12,434
-53
603
$3.32M 0.01%
+176,081
604
$3.32M 0.01%
187,747
-700
605
$3.32M 0.01%
30,446
-479
606
$3.31M 0.01%
65,955
-10,245
607
$3.29M 0.01%
51,364
-3,352
608
$3.28M 0.01%
39,291
-204
609
$3.27M 0.01%
148,106
-2,158
610
$3.26M 0.01%
86,367
+1,388
611
$3.26M 0.01%
40,973
+246
612
$3.25M 0.01%
25,101
+14,225
613
$3.23M 0.01%
50,903
+7,651
614
$3.23M 0.01%
28,503
-257,662
615
$3.21M 0.01%
295,025
+17,723
616
$3.21M 0.01%
34,380
+1,364
617
$3.18M 0.01%
93,824
-1,053
618
$3.16M 0.01%
58,131
+3,959
619
$3.15M 0.01%
133,009
-9,724
620
$3.1M 0.01%
16,719
+723
621
$3.1M 0.01%
179,922
+716
622
$3.08M 0.01%
101,968
+14,521
623
$3.07M 0.01%
59,619
+42,365
624
$3.07M 0.01%
103,220
+26,224
625
$3.04M 0.01%
101,457
+23,821
23 24
25
26 27