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
776
$1.78M 0.01%
72,672
-14,644
777
$1.77M 0.01%
52,004
-1,364
778
$1.76M 0.01%
185,791
+2,284
779
$1.75M 0.01%
62,516
-14,874
780
$1.75M 0.01%
11,098
-11,890
781
$1.73M 0.01%
133,888
-1,088
782
$1.73M 0.01%
157,448
-2,099
783
$1.73M 0.01%
193,865
-2,135
784
$1.73M 0.01%
38,025
+24,330
785
$1.71M 0.01%
58,593
-1,263
786
$1.71M 0.01%
9,729
+3,281
787
$1.71M 0.01%
22,926
-11,819
788
$1.7M 0.01%
101,485
+78
789
$1.68M 0.01%
19,443
-1,953
790
$1.68M 0.01%
8,520
+54
791
$1.67M 0.01%
55,574
-1,702
792
$1.67M 0.01%
13,737
+2,009
793
$1.66M 0.01%
153,791
-5,628
794
$1.66M 0.01%
21,651
+270
795
$1.66M 0.01%
147,371
-4,811
796
$1.65M 0.01%
27,370
-352
797
$1.65M 0.01%
34,415
+1,691
798
$1.64M 0.01%
142,994
+5,260
799
$1.64M 0.01%
53,014
+1,298
800
$1.64M 0.01%
25,864
+1,104
30 31
32
33 34