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
51
$115M 0.39%
2,215,262
-407,875
52
$112M 0.38%
1,201,457
+133,386
53
$112M 0.38%
673,809
-50,100
54
$107M 0.37%
1,296,591
+313,422
55
$107M 0.37%
747,480
-110,460
56
$106M 0.36%
269,153
-13,278
57
$105M 0.36%
491,941
-20,772
58
$105M 0.36%
667,800
-13,254
59
$105M 0.36%
185,545
+3,391
60
$105M 0.36%
312,492
-11,733
61
$102M 0.35%
316,265
-11,687
62
$101M 0.35%
2,770,030
+103,270
63
$98.5M 0.34%
784,306
+37,673
64
$98M 0.34%
506,051
-75,770
65
$95M 0.33%
373,672
+9,918
66
$94M 0.32%
1,898,444
+132,624
67
$94M 0.32%
336,043
-13,659
68
$91.5M 0.31%
363,940
+5,755
69
$90.7M 0.31%
771,051
+195,268
70
$90.2M 0.31%
3,626,750
-762,900
71
$88.1M 0.3%
440,785
+41,799
72
$87.9M 0.3%
1,884,381
+21,621
73
$87.7M 0.3%
569,947
+36,325
74
$87.4M 0.3%
4,060,201
-179,852
75
$87.2M 0.3%
1,696,416
-59,204
1 2
3
4 5