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
976
$900K ﹤0.01%
44,815
-789
977
$890K ﹤0.01%
38,800
-10,008
978
$883K ﹤0.01%
12,226
-1,631
979
$877K ﹤0.01%
64,696
-1,815
980
$876K ﹤0.01%
10,653
-2,245
981
$873K ﹤0.01%
37,340
-37,072
982
$871K ﹤0.01%
21,405
+1,839
983
$871K ﹤0.01%
70,351
+2,635
984
$870K ﹤0.01%
8,052
+2,386
985
$867K ﹤0.01%
7,787
+3,471
986
$866K ﹤0.01%
146,545
+3,489
987
$864K ﹤0.01%
8,505
+6,045
988
$861K ﹤0.01%
27,711
+54
989
$861K ﹤0.01%
14,530
+792
990
$859K ﹤0.01%
48,155
-27,870
991
$859K ﹤0.01%
92,124
-72
992
$857K ﹤0.01%
51,905
-55,028
993
$855K ﹤0.01%
12,641
+883
994
$846K ﹤0.01%
+23,941
995
$844K ﹤0.01%
24,674
+2,114
996
$843K ﹤0.01%
38,614
-8,092
997
$841K ﹤0.01%
10,768
-116,330
998
$841K ﹤0.01%
75,863
-3,227
999
$839K ﹤0.01%
1,972
+556
1000
$839K ﹤0.01%
72,550
-14,720
38 39
40
41 42