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
1001
$839K ﹤0.01%
37,848
-5,993
1002
$838K ﹤0.01%
6,749
+90
1003
$837K ﹤0.01%
12,149
+1,175
1004
$833K ﹤0.01%
25,050
-13,415
1005
$829K ﹤0.01%
45,420
+652
1006
$828K ﹤0.01%
+29,600
1007
$827K ﹤0.01%
9,862
+2,122
1008
$823K ﹤0.01%
7,578
+4,243
1009
$818K ﹤0.01%
46,454
-8,510
1010
$816K ﹤0.01%
8,940
+1,125
1011
$811K ﹤0.01%
28,468
+1,150
1012
$806K ﹤0.01%
7,913
+50
1013
$803K ﹤0.01%
1,286
-111
1014
$802K ﹤0.01%
60,054
+3,950
1015
$801K ﹤0.01%
14,519
-952
1016
$798K ﹤0.01%
15,330
-77,944
1017
$796K ﹤0.01%
+37,503
1018
$795K ﹤0.01%
16,515
-1,018
1019
$791K ﹤0.01%
+17,927
1020
$790K ﹤0.01%
19,150
-2,644
1021
$789K ﹤0.01%
17,409
+3,532
1022
$788K ﹤0.01%
10,656
-520
1023
$787K ﹤0.01%
19,931
+301
1024
$786K ﹤0.01%
4,867
+888
1025
$776K ﹤0.01%
8,288
+435
39 40
41
42 43