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
76
$84.9M 0.29%
816,794
+13,387
77
$84.7M 0.29%
372,113
-8,788
78
$84.7M 0.29%
456,994
-13,152
79
$84.6M 0.29%
1,174,695
-166,502
80
$83.6M 0.29%
472,236
+23,022
81
$83.1M 0.28%
266,479
-30,591
82
$83M 0.28%
295,128
-21,154
83
$82M 0.28%
400,340
+5,486
84
$81.9M 0.28%
278,473
-41,629
85
$80.3M 0.28%
599,863
+2,805
86
$79.9M 0.27%
808,853
+153,312
87
$79.6M 0.27%
1,250,692
-15,160
88
$79M 0.27%
1,311,104
+145,976
89
$78.5M 0.27%
476,716
-25,865
90
$78M 0.27%
522,647
+211,402
91
$78M 0.27%
999,762
+118,439
92
$77.9M 0.27%
470,795
+6,738
93
$77.8M 0.27%
407,325
-15,231
94
$77.1M 0.26%
452,627
-15,397
95
$77M 0.26%
276,979
-52,079
96
$76.6M 0.26%
1,103,388
+4,916
97
$75.2M 0.26%
317,726
-12,306
98
$74.9M 0.26%
874,372
-31,592
99
$74M 0.25%
2,812,996
-228,704
100
$71.5M 0.24%
218,399
-13,920
2 3
4
5 6