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
626
$3.03M 0.01%
22,657
-18,693
627
$3.02M 0.01%
120,248
-889
628
$3.02M 0.01%
29,022
+2,108
629
$3.01M 0.01%
19,685
-2,089
630
$3.01M 0.01%
224,252
+28,260
631
$2.99M 0.01%
75,426
+10,571
632
$2.99M 0.01%
95,480
+4,406
633
$2.98M 0.01%
366,444
-19,085
634
$2.98M 0.01%
29,117
+310
635
$2.92M 0.01%
105,860
+1,319
636
$2.92M 0.01%
239,487
+1,206
637
$2.91M 0.01%
49,368
-7,947
638
$2.89M 0.01%
58,681
+2,196
639
$2.88M 0.01%
52,681
+2,996
640
$2.85M 0.01%
67,049
+25,311
641
$2.84M 0.01%
50,904
-52,000
642
$2.83M 0.01%
52,073
+4,777
643
$2.82M 0.01%
385,159
-31,517
644
$2.81M 0.01%
55,224
+7,007
645
$2.8M 0.01%
255,487
+2,129
646
$2.78M 0.01%
79,939
+6,730
647
$2.78M 0.01%
193,823
+5,783
648
$2.76M 0.01%
45,586
649
$2.75M 0.01%
22,670
+3,972
650
$2.75M 0.01%
46,575
+4,279
24 25
26
27 28