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
751
$1.96M 0.01%
10,821
+797
752
$1.95M 0.01%
53,548
-7,981
753
$1.95M 0.01%
33,398
+1,138
754
$1.93M 0.01%
28,859
-299
755
$1.93M 0.01%
48,003
+175
756
$1.93M 0.01%
37,888
-13,151
757
$1.92M 0.01%
6,400
+393
758
$1.92M 0.01%
+34,896
759
$1.92M 0.01%
198,221
-424
760
$1.91M 0.01%
69,554
-7,647
761
$1.89M 0.01%
77,992
-6,897
762
$1.88M 0.01%
34,069
-2,249
763
$1.88M 0.01%
25,532
+3,392
764
$1.86M 0.01%
40,551
+67
765
$1.86M 0.01%
30,284
+898
766
$1.86M 0.01%
7,938
-1
767
$1.85M 0.01%
35,789
-2,251
768
$1.84M 0.01%
41,851
+14,962
769
$1.84M 0.01%
72,649
-19,375
770
$1.83M 0.01%
116,692
-8,962
771
$1.82M 0.01%
156,558
+4,274
772
$1.82M 0.01%
41,352
+1,680
773
$1.81M 0.01%
54,412
-131,381
774
$1.79M 0.01%
202,866
+25,638
775
$1.79M 0.01%
144,725
+668
29 30
31
32 33