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
801
$1.63M 0.01%
199,149
+6,880
802
$1.62M 0.01%
151,379
-65,933
803
$1.61M 0.01%
74,915
+4,749
804
$1.61M 0.01%
39,557
-48,390
805
$1.6M 0.01%
10,366
-108
806
$1.59M 0.01%
56,627
-410
807
$1.58M 0.01%
21,423
+1,299
808
$1.57M 0.01%
80,052
+27
809
$1.56M 0.01%
47,394
-16,261
810
$1.56M 0.01%
27,578
+4,620
811
$1.56M 0.01%
20,234
+1,381
812
$1.56M 0.01%
171,811
-11,801
813
$1.55M 0.01%
26,883
-7,019
814
$1.55M 0.01%
26,529
-341
815
$1.55M 0.01%
18,550
+1,007
816
$1.54M 0.01%
9,392
-889
817
$1.53M 0.01%
+21,936
818
$1.52M 0.01%
79,755
-7,315
819
$1.52M 0.01%
+31,824
820
$1.51M 0.01%
6,419
+2,840
821
$1.51M 0.01%
112,349
+783
822
$1.51M 0.01%
56,460
-5,010
823
$1.51M 0.01%
25,671
-12,027
824
$1.51M 0.01%
36,394
-1,258
825
$1.5M 0.01%
58,909
+1,270
31 32
33
34 35