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
101
$71.2M 0.24%
390,507
+13,355
102
$70.7M 0.24%
2,247,630
+115,519
103
$70.2M 0.24%
159,092
+6,290
104
$69.7M 0.24%
827,560
-48,280
105
$69.7M 0.24%
583,125
-25,412
106
$69.6M 0.24%
547,751
+101,856
107
$69.5M 0.24%
5,135,520
-219,120
108
$69.4M 0.24%
222,978
+26,048
109
$69.1M 0.24%
143,525
-2,917
110
$68.9M 0.24%
819,190
-30,411
111
$68.6M 0.24%
491,957
+24,694
112
$68M 0.23%
215,534
+1,531
113
$68M 0.23%
36,063
-1,293
114
$67.4M 0.23%
510,708
-6,177
115
$67.2M 0.23%
651,828
-219,136
116
$66.5M 0.23%
645,476
-21,116
117
$66.5M 0.23%
1,794,380
-58,845
118
$66.2M 0.23%
1,311,732
+32,517
119
$65.5M 0.22%
1,152,881
-24,040
120
$64.1M 0.22%
895,498
-34,018
121
$64M 0.22%
849,821
-220,219
122
$63.3M 0.22%
306,964
-12,409
123
$62.7M 0.21%
324,679
+22,671
124
$62.4M 0.21%
172,906
+3,624
125
$62.2M 0.21%
363,063
-14,902
3 4
5
6 7