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
1101
$602K ﹤0.01%
24,768
-10,422
1102
$599K ﹤0.01%
9,050
-10,808
1103
$598K ﹤0.01%
44,452
-25,474
1104
$597K ﹤0.01%
+12,236
1105
$597K ﹤0.01%
27,926
1106
$597K ﹤0.01%
41,520
-62,280
1107
$595K ﹤0.01%
5,123
+932
1108
$594K ﹤0.01%
9,800
+452
1109
$592K ﹤0.01%
4,590
-690
1110
$592K ﹤0.01%
22,781
+792
1111
$591K ﹤0.01%
14,334
+260
1112
$590K ﹤0.01%
11,726
-6,171
1113
$588K ﹤0.01%
12,532
+127
1114
$586K ﹤0.01%
14,186
-4,504
1115
$582K ﹤0.01%
8,991
+343
1116
$581K ﹤0.01%
13,122
-4,722
1117
$580K ﹤0.01%
+16,235
1118
$575K ﹤0.01%
57,432
-1,341
1119
$575K ﹤0.01%
6,090
+850
1120
$575K ﹤0.01%
20,010
+817
1121
$572K ﹤0.01%
4,815
-1,437
1122
$567K ﹤0.01%
38,928
+2,061
1123
$557K ﹤0.01%
12,645
1124
$557K ﹤0.01%
16,208
-283
1125
$554K ﹤0.01%
10,364
-524
43 44
45
46 47