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
1176
$470K ﹤0.01%
24,754
-2,352
1177
$470K ﹤0.01%
7,901
-2,321
1178
$467K ﹤0.01%
50,638
-1,736
1179
$465K ﹤0.01%
7,830
+296
1180
$464K ﹤0.01%
+8,892
1181
$464K ﹤0.01%
14,194
+1,383
1182
$462K ﹤0.01%
4,726
1183
$461K ﹤0.01%
18,375
-18,789
1184
$460K ﹤0.01%
+34,271
1185
$459K ﹤0.01%
15,338
-666
1186
$459K ﹤0.01%
1,673
+615
1187
$458K ﹤0.01%
7,761
-252,502
1188
$456K ﹤0.01%
38,042
1189
$456K ﹤0.01%
21,640
1190
$453K ﹤0.01%
23,572
-275
1191
$453K ﹤0.01%
13,217
-247
1192
$452K ﹤0.01%
+13,565
1193
$451K ﹤0.01%
+10,302
1194
$451K ﹤0.01%
37,365
-8,151
1195
$450K ﹤0.01%
10,675
+1,965
1196
$448K ﹤0.01%
4,201
-21
1197
$446K ﹤0.01%
9,551
-8,788
1198
$446K ﹤0.01%
10,413
-5,249
1199
$445K ﹤0.01%
11,002
1200
$443K ﹤0.01%
14,161
+2,304