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
1151
$500K ﹤0.01%
4,516
-6,819
1152
$499K ﹤0.01%
+9,692
1153
$496K ﹤0.01%
11,959
-18,061
1154
$492K ﹤0.01%
17,729
1155
$490K ﹤0.01%
140,015
+33,356
1156
$490K ﹤0.01%
29,538
+630
1157
$489K ﹤0.01%
66,015
+10,557
1158
$487K ﹤0.01%
9,330
+243
1159
$486K ﹤0.01%
22,094
+127
1160
$485K ﹤0.01%
2,992
-4,268
1161
$485K ﹤0.01%
25,159
+2,435
1162
$484K ﹤0.01%
12,225
-11,369
1163
$484K ﹤0.01%
19,244
+3,503
1164
$483K ﹤0.01%
+11,500
1165
$481K ﹤0.01%
12,268
-237
1166
$481K ﹤0.01%
34,534
+322
1167
$480K ﹤0.01%
6,713
-7,719
1168
$477K ﹤0.01%
17,596
-2,636
1169
$477K ﹤0.01%
4,527
-2,014
1170
$476K ﹤0.01%
71,440
-13,242
1171
$475K ﹤0.01%
15,785
+877
1172
$474K ﹤0.01%
16,685
-1,069
1173
$473K ﹤0.01%
19,421
+1,391
1174
$472K ﹤0.01%
18,088
+720
1175
$472K ﹤0.01%
8,459
+2,620
45 46
47
48 49