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
951
$964K ﹤0.01%
53,223
+34,145
952
$961K ﹤0.01%
10,299
-25,395
953
$957K ﹤0.01%
+13,596
954
$957K ﹤0.01%
21,890
+1,179
955
$954K ﹤0.01%
353
+95
956
$951K ﹤0.01%
101,065
+7,482
957
$945K ﹤0.01%
18,695
+3,042
958
$941K ﹤0.01%
41,397
-96,972
959
$937K ﹤0.01%
6,222
+435
960
$933K ﹤0.01%
7,419
+5,702
961
$927K ﹤0.01%
+7,640
962
$927K ﹤0.01%
28,827
+2,246
963
$925K ﹤0.01%
4,729
-2
964
$923K ﹤0.01%
17,432
+1,205
965
$922K ﹤0.01%
77,246
-294
966
$920K ﹤0.01%
24,537
-17,248
967
$919K ﹤0.01%
6,250
-2,539
968
$917K ﹤0.01%
24,040
-6,052
969
$915K ﹤0.01%
23,677
-500
970
$910K ﹤0.01%
39,758
-2,380
971
$909K ﹤0.01%
84,243
+1,631
972
$907K ﹤0.01%
49,311
-113
973
$906K ﹤0.01%
22,119
-203
974
$905K ﹤0.01%
151,316
+1,955
975
$902K ﹤0.01%
100,533
+87,897
37 38
39
40 41