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
676
$2.54M 0.01%
10,752
+2,034
677
$2.52M 0.01%
106,955
+15,735
678
$2.51M 0.01%
38,814
+771
679
$2.51M 0.01%
+71,546
680
$2.51M 0.01%
27,266
-545
681
$2.5M 0.01%
50,606
+25,210
682
$2.49M 0.01%
61,002
-17,368
683
$2.49M 0.01%
54,082
-2,746
684
$2.48M 0.01%
45,647
-61,463
685
$2.46M 0.01%
31,321
+6,575
686
$2.45M 0.01%
95,855
-1,314
687
$2.43M 0.01%
6,823
+663
688
$2.43M 0.01%
70,899
+24,708
689
$2.42M 0.01%
30,363
-2,634
690
$2.42M 0.01%
21,177
+2,259
691
$2.41M 0.01%
21,522
+1,862
692
$2.41M 0.01%
71,811
+4,305
693
$2.4M 0.01%
20,422
+3,913
694
$2.39M 0.01%
122,985
-36,162
695
$2.39M 0.01%
24,503
-88,909
696
$2.39M 0.01%
162,431
+9,470
697
$2.38M 0.01%
111,653
-8,863
698
$2.35M 0.01%
30,597
+6,566
699
$2.35M 0.01%
108,149
+19,037
700
$2.33M 0.01%
81,754
+5,137
26 27
28
29 30