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
1201
$440K ﹤0.01%
1,382
-2,044
1202
$438K ﹤0.01%
11,405
+33
1203
$437K ﹤0.01%
20,161
-461
1204
$437K ﹤0.01%
19,597
+1,079
1205
$435K ﹤0.01%
6,139
1206
$434K ﹤0.01%
13,452
+2,215
1207
$434K ﹤0.01%
17,559
+3,201
1208
$431K ﹤0.01%
9,475
-10,365
1209
$430K ﹤0.01%
+6,721
1210
$428K ﹤0.01%
4,900
-475,752
1211
$425K ﹤0.01%
7,511
+1,370
1212
$423K ﹤0.01%
2,753
+340
1213
$422K ﹤0.01%
4,044
+373
1214
$421K ﹤0.01%
33,535
-10,598
1215
$420K ﹤0.01%
+15,633
1216
$418K ﹤0.01%
7,617
+1,693
1217
$418K ﹤0.01%
12,652
+4,252
1218
$417K ﹤0.01%
20,565
+2,165
1219
$414K ﹤0.01%
+11,629
1220
$411K ﹤0.01%
+21,235
1221
$408K ﹤0.01%
+11,727
1222
$408K ﹤0.01%
22,466
+11,466
1223
$406K ﹤0.01%
52,366
-224,522
1224
$405K ﹤0.01%
+4,396
1225
$401K ﹤0.01%
54,992
-2,175
47 48
49
50 51