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
726
$2.12M 0.01%
20,563
-175
727
$2.12M 0.01%
10,168
+460
728
$2.12M 0.01%
135,924
-43,975
729
$2.11M 0.01%
22,260
+2,230
730
$2.11M 0.01%
64,284
-171,905
731
$2.09M 0.01%
20,741
+2,077
732
$2.09M 0.01%
+47,078
733
$2.07M 0.01%
40,564
-508
734
$2.06M 0.01%
26,977
-522
735
$2.04M 0.01%
67,627
-2,155
736
$2.03M 0.01%
220,554
+54,931
737
$2.02M 0.01%
68,720
+770
738
$2.01M 0.01%
9,360
+3,582
739
$2.01M 0.01%
20,484
+2,699
740
$2M 0.01%
31,538
-2,440
741
$2M 0.01%
98,673
+2,496
742
$1.99M 0.01%
106,135
-7,086
743
$1.99M 0.01%
74,583
+12,435
744
$1.99M 0.01%
79,423
+6,211
745
$1.98M 0.01%
375,749
+17,080
746
$1.98M 0.01%
29,820
-713,497
747
$1.98M 0.01%
12,089
-1,358
748
$1.97M 0.01%
8,812
-268
749
$1.97M 0.01%
17,593
-5,027
750
$1.96M 0.01%
105,647
-803
28 29
30
31 32