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
1126
$551K ﹤0.01%
15,232
+6,227
1127
$549K ﹤0.01%
66,297
+679
1128
$548K ﹤0.01%
202,801
+4,000
1129
$546K ﹤0.01%
9,581
-2,489
1130
$546K ﹤0.01%
19,824
+661
1131
$541K ﹤0.01%
17,678
-2,478
1132
$541K ﹤0.01%
20,915
+12,295
1133
$530K ﹤0.01%
6,407
-82
1134
$530K ﹤0.01%
14,055
+2,077
1135
$528K ﹤0.01%
12,804
+4,257
1136
$526K ﹤0.01%
+18,373
1137
$526K ﹤0.01%
30,823
-23,119
1138
$525K ﹤0.01%
11,337
+3
1139
$523K ﹤0.01%
4,684
+883
1140
$521K ﹤0.01%
14,119
-4,162
1141
$520K ﹤0.01%
2,733
+515
1142
$520K ﹤0.01%
59,978
+562
1143
$516K ﹤0.01%
2,569
-1,276
1144
$516K ﹤0.01%
18,220
+1,235
1145
$514K ﹤0.01%
8,071
+425
1146
$514K ﹤0.01%
+8,562
1147
$512K ﹤0.01%
18,538
-29,429
1148
$505K ﹤0.01%
14,730
-2,967
1149
$505K ﹤0.01%
23,779
-8,005
1150
$503K ﹤0.01%
11,987
-33,654
44 45
46
47 48