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
851
$1.38M ﹤0.01%
40,637
+1,718
852
$1.38M ﹤0.01%
19,672
-2,290
853
$1.38M ﹤0.01%
24,442
-432,229
854
$1.38M ﹤0.01%
87,843
+298
855
$1.37M ﹤0.01%
38,381
-64
856
$1.36M ﹤0.01%
26,904
-407
857
$1.36M ﹤0.01%
27,473
+1,918
858
$1.36M ﹤0.01%
36,825
+264
859
$1.36M ﹤0.01%
25,484
-4,739
860
$1.35M ﹤0.01%
21,686
-82,817
861
$1.34M ﹤0.01%
+32,808
862
$1.32M ﹤0.01%
15,202
863
$1.32M ﹤0.01%
47,424
+98
864
$1.32M ﹤0.01%
181,162
-859
865
$1.31M ﹤0.01%
110,646
+7,492
866
$1.31M ﹤0.01%
171,330
-9,699
867
$1.31M ﹤0.01%
103,680
+58,561
868
$1.31M ﹤0.01%
57,285
-9,897
869
$1.3M ﹤0.01%
1,715
-1,165
870
$1.3M ﹤0.01%
26,953
-331
871
$1.3M ﹤0.01%
+64,959
872
$1.3M ﹤0.01%
6,716
-457
873
$1.3M ﹤0.01%
+21,341
874
$1.29M ﹤0.01%
+27,264
875
$1.28M ﹤0.01%
33,930
-313
33 34
35
36 37