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
1051
$711K ﹤0.01%
+17,320
1052
$711K ﹤0.01%
8,599
+2,191
1053
$710K ﹤0.01%
17,730
-248
1054
$709K ﹤0.01%
5,963
+654
1055
$702K ﹤0.01%
15,221
+8,793
1056
$702K ﹤0.01%
13,835
+522
1057
$700K ﹤0.01%
8,836
-1,170
1058
$700K ﹤0.01%
10,611
-1,054
1059
$700K ﹤0.01%
16,059
+479
1060
$698K ﹤0.01%
34,076
-84
1061
$694K ﹤0.01%
24,778
+4,280
1062
$694K ﹤0.01%
10,849
+3,574
1063
$692K ﹤0.01%
24,298
-1,486
1064
$690K ﹤0.01%
8,850
-337
1065
$686K ﹤0.01%
27,029
+4,430
1066
$673K ﹤0.01%
14,415
+461
1067
$671K ﹤0.01%
76,122
-4,781
1068
$669K ﹤0.01%
12,175
-2,631
1069
$668K ﹤0.01%
10,682
-7,526
1070
$667K ﹤0.01%
20,273
+1,473
1071
$667K ﹤0.01%
6,031
+3,007
1072
$665K ﹤0.01%
4,735
+253
1073
$660K ﹤0.01%
60,476
-980
1074
$659K ﹤0.01%
30,280
-525
1075
$657K ﹤0.01%
21,778
+75
41 42
43
44 45