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
651
$2.74M 0.01%
21,962
-3,997
652
$2.74M 0.01%
54,691
+4,901
653
$2.73M 0.01%
471,223
+170,927
654
$2.73M 0.01%
48,180
+857
655
$2.72M 0.01%
21,294
+4,998
656
$2.71M 0.01%
124,296
-2,139
657
$2.71M 0.01%
+25,539
658
$2.69M 0.01%
80,426
-21,911
659
$2.68M 0.01%
27,667
-16,083
660
$2.66M 0.01%
18,344
-265
661
$2.64M 0.01%
195,806
-6,141
662
$2.64M 0.01%
71,543
+27,177
663
$2.63M 0.01%
23,633
-7,786
664
$2.63M 0.01%
260,827
+22,390
665
$2.63M 0.01%
291,715
-17,500
666
$2.62M 0.01%
126,178
-587
667
$2.61M 0.01%
55,559
+1,689
668
$2.6M 0.01%
24,453
-9,806
669
$2.59M 0.01%
36,077
+862
670
$2.59M 0.01%
311,616
+6,236
671
$2.59M 0.01%
35,784
-11,119
672
$2.58M 0.01%
14,534
+3,629
673
$2.57M 0.01%
33,028
+146
674
$2.57M 0.01%
106,043
-6,156
675
$2.56M 0.01%
149,876
+2,136
25 26
27
28 29