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
926
$1.07M ﹤0.01%
40,051
+3,339
927
$1.07M ﹤0.01%
26,181
+3,938
928
$1.07M ﹤0.01%
+5,557
929
$1.06M ﹤0.01%
12,688
+374
930
$1.05M ﹤0.01%
67,091
+49,888
931
$1.04M ﹤0.01%
26,635
+99
932
$1.04M ﹤0.01%
28,265
+538
933
$1.04M ﹤0.01%
20,833
+5,367
934
$1.04M ﹤0.01%
64,755
+8,396
935
$1.03M ﹤0.01%
30,333
936
$1.01M ﹤0.01%
88,324
-74,325
937
$1M ﹤0.01%
80,907
+3,729
938
$999K ﹤0.01%
7,273
-5,028
939
$996K ﹤0.01%
27,500
940
$994K ﹤0.01%
8,147
-1,584
941
$994K ﹤0.01%
35,682
+6,078
942
$992K ﹤0.01%
5,971
+426
943
$983K ﹤0.01%
45,205
+795
944
$979K ﹤0.01%
25,611
-2,149
945
$973K ﹤0.01%
21,516
-10,164
946
$972K ﹤0.01%
8,472
-456
947
$972K ﹤0.01%
11,582
+1,711
948
$971K ﹤0.01%
74,898
-2,756
949
$967K ﹤0.01%
7,970
+669
950
$965K ﹤0.01%
83,593
+4,563
36 37
38
39 40