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
1076
$657K ﹤0.01%
10,266
-402
1077
$657K ﹤0.01%
112,003
+7,763
1078
$654K ﹤0.01%
9,900
1079
$653K ﹤0.01%
58,765
-16,955
1080
$652K ﹤0.01%
17,969
-212
1081
$645K ﹤0.01%
9,523
+41
1082
$643K ﹤0.01%
42,642
+3,047
1083
$639K ﹤0.01%
7,612
+119
1084
$637K ﹤0.01%
21,588
+243
1085
$636K ﹤0.01%
1,573
+17
1086
$636K ﹤0.01%
14,028
+2,592
1087
$635K ﹤0.01%
6,299
-244
1088
$632K ﹤0.01%
11,851
+364
1089
$629K ﹤0.01%
18,400
+5,160
1090
$628K ﹤0.01%
6,182
-166
1091
$625K ﹤0.01%
49,509
1092
$625K ﹤0.01%
72,128
+1,400
1093
$624K ﹤0.01%
8,505
+170
1094
$620K ﹤0.01%
+12,521
1095
$618K ﹤0.01%
5,670
+492
1096
$617K ﹤0.01%
4,600
-3,089
1097
$617K ﹤0.01%
+21,299
1098
$611K ﹤0.01%
25,930
-20
1099
$608K ﹤0.01%
8,912
+333
1100
$605K ﹤0.01%
11,241
-2,325
42 43
44
45 46