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
826
$1.5M 0.01%
7,072
+1,086
827
$1.5M 0.01%
24,732
+932
828
$1.5M 0.01%
+85,516
829
$1.49M 0.01%
14,667
-456
830
$1.49M 0.01%
69,947
831
$1.48M 0.01%
4,146
-1,847
832
$1.48M 0.01%
83,025
-1,084
833
$1.48M 0.01%
39,276
+30,547
834
$1.47M 0.01%
28,354
-49,568
835
$1.47M 0.01%
8,675
-137,033
836
$1.46M 0.01%
5,028
+157
837
$1.45M 0.01%
33,041
+4,913
838
$1.45M 0.01%
82,210
-10,677
839
$1.45M 0.01%
29,898
-14,422
840
$1.44M ﹤0.01%
20,915
-699
841
$1.44M ﹤0.01%
16,043
+447
842
$1.43M ﹤0.01%
42,827
+4,266
843
$1.43M ﹤0.01%
33,411
-289,206
844
$1.42M ﹤0.01%
187,517
+12,117
845
$1.42M ﹤0.01%
170,996
-563
846
$1.41M ﹤0.01%
70,230
+4,155
847
$1.41M ﹤0.01%
18,688
+188
848
$1.41M ﹤0.01%
5,564
-258
849
$1.39M ﹤0.01%
54,000
850
$1.39M ﹤0.01%
+92,878
32 33
34
35 36