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
1251
$357K ﹤0.01%
4,515
-1,547
1252
$357K ﹤0.01%
30,000
1253
$356K ﹤0.01%
5,057
1254
$355K ﹤0.01%
26,933
-5,955
1255
$354K ﹤0.01%
47,226
+3,853
1256
$354K ﹤0.01%
3,491
-150
1257
$350K ﹤0.01%
6,203
-1,348
1258
$349K ﹤0.01%
22,896
-15
1259
$348K ﹤0.01%
11,148
+2,032
1260
$345K ﹤0.01%
2,546
+197
1261
$343K ﹤0.01%
12,438
1262
$343K ﹤0.01%
+20,559
1263
$342K ﹤0.01%
6,770
1264
$337K ﹤0.01%
5,182
-1,790
1265
$337K ﹤0.01%
11,949
1266
$335K ﹤0.01%
8,771
+378
1267
$335K ﹤0.01%
10,880
+1,380
1268
$334K ﹤0.01%
2,355
+330
1269
$333K ﹤0.01%
9,323
-495
1270
$332K ﹤0.01%
17,460
-550
1271
$330K ﹤0.01%
36,172
-100
1272
$329K ﹤0.01%
3,969
+131
1273
$328K ﹤0.01%
6,980
1274
$327K ﹤0.01%
6,238
-251
1275
$326K ﹤0.01%
6,783
-6,477
49 50
51
52 53