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
1226
$400K ﹤0.01%
3,905
-22,995
1227
$399K ﹤0.01%
9,901
+270
1228
$399K ﹤0.01%
62,303
+1,724
1229
$398K ﹤0.01%
9,163
-299
1230
$396K ﹤0.01%
3,461
-5
1231
$392K ﹤0.01%
9,477
+1,066
1232
$391K ﹤0.01%
6,043
-152
1233
$390K ﹤0.01%
+14,413
1234
$384K ﹤0.01%
9,279
-71
1235
$379K ﹤0.01%
2,057
+493
1236
$377K ﹤0.01%
+13,956
1237
$377K ﹤0.01%
19,958
-1,736
1238
$376K ﹤0.01%
6,531
1239
$374K ﹤0.01%
3,662
+19
1240
$373K ﹤0.01%
6,698
-165
1241
$372K ﹤0.01%
+4,711
1242
$372K ﹤0.01%
22,100
-2,910
1243
$372K ﹤0.01%
5,312
+56
1244
$369K ﹤0.01%
7,303
-5,830
1245
$369K ﹤0.01%
2,083
-1,429
1246
$368K ﹤0.01%
4,056
-28
1247
$368K ﹤0.01%
13,901
+1,900
1248
$366K ﹤0.01%
+26,282
1249
$363K ﹤0.01%
11,412
+741
1250
$358K ﹤0.01%
22,705
-905
48 49
50
51 52