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
876
$1.27M ﹤0.01%
87,808
+9,244
877
$1.27M ﹤0.01%
31,112
+1,798
878
$1.27M ﹤0.01%
27,440
+6,748
879
$1.26M ﹤0.01%
17,386
-48,839
880
$1.26M ﹤0.01%
+40,605
881
$1.26M ﹤0.01%
+10,863
882
$1.25M ﹤0.01%
21,800
+2,840
883
$1.25M ﹤0.01%
+49,965
884
$1.24M ﹤0.01%
58,329
-9,900
885
$1.24M ﹤0.01%
144,823
+16,698
886
$1.24M ﹤0.01%
84,181
+2,709
887
$1.24M ﹤0.01%
205,970
-3,179
888
$1.24M ﹤0.01%
25,295
+1,724
889
$1.23M ﹤0.01%
+58,992
890
$1.22M ﹤0.01%
46,517
+108
891
$1.22M ﹤0.01%
18,321
+3,464
892
$1.22M ﹤0.01%
78,300
-10,500
893
$1.19M ﹤0.01%
9,925
894
$1.19M ﹤0.01%
85,087
+1,842
895
$1.19M ﹤0.01%
45,578
+6,267
896
$1.17M ﹤0.01%
+11,407
897
$1.16M ﹤0.01%
76,500
-300
898
$1.16M ﹤0.01%
74,207
-9,283
899
$1.15M ﹤0.01%
77,289
-12,690
900
$1.15M ﹤0.01%
6,117
+690
34 35
36
37 38