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
701
$2.33M 0.01%
154,618
-59,437
702
$2.32M 0.01%
24,663
-949
703
$2.32M 0.01%
+41,580
704
$2.32M 0.01%
210,920
+8,403
705
$2.32M 0.01%
36,800
-70
706
$2.3M 0.01%
407,800
707
$2.29M 0.01%
193,943
-734
708
$2.28M 0.01%
101,867
+1,001
709
$2.26M 0.01%
39,419
+35,061
710
$2.25M 0.01%
76,549
+469
711
$2.25M 0.01%
162,170
-10,739
712
$2.24M 0.01%
+27,118
713
$2.24M 0.01%
36,431
-2,796
714
$2.21M 0.01%
37,806
-42,525
715
$2.2M 0.01%
46,667
-25,449
716
$2.18M 0.01%
22,005
+6,155
717
$2.18M 0.01%
68,828
+700
718
$2.17M 0.01%
+26,517
719
$2.16M 0.01%
28,258
+5,540
720
$2.15M 0.01%
194,405
+5,062
721
$2.14M 0.01%
99,502
-4,059
722
$2.13M 0.01%
78,477
-21,496
723
$2.13M 0.01%
+98,837
724
$2.12M 0.01%
84,408
-11,602
725
$2.12M 0.01%
318,630
-959
27 28
29
30 31