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
901
$1.15M ﹤0.01%
5,159
-4,334
902
$1.15M ﹤0.01%
22,952
+145
903
$1.15M ﹤0.01%
21,035
+3,286
904
$1.14M ﹤0.01%
46,971
+194
905
$1.14M ﹤0.01%
6,519
+782
906
$1.13M ﹤0.01%
18,746
+5,385
907
$1.13M ﹤0.01%
67,591
-139
908
$1.13M ﹤0.01%
22,381
+12,326
909
$1.12M ﹤0.01%
38,002
+12
910
$1.12M ﹤0.01%
6,307
+309
911
$1.11M ﹤0.01%
22,497
+156
912
$1.11M ﹤0.01%
18,230
+575
913
$1.11M ﹤0.01%
19,817
-285
914
$1.1M ﹤0.01%
5,851
+1,572
915
$1.1M ﹤0.01%
40,947
+2,700
916
$1.1M ﹤0.01%
12,114
-106,630
917
$1.1M ﹤0.01%
24,695
+4,856
918
$1.09M ﹤0.01%
33,261
+4,233
919
$1.09M ﹤0.01%
9,436
-4,521
920
$1.08M ﹤0.01%
10,252
+134
921
$1.08M ﹤0.01%
146,594
+258
922
$1.08M ﹤0.01%
21,351
+547
923
$1.08M ﹤0.01%
12,374
+972
924
$1.07M ﹤0.01%
55,400
925
$1.07M ﹤0.01%
907
+388
35 36
37
38 39