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
1276
$324K ﹤0.01%
4,405
+20
1277
$323K ﹤0.01%
3,685
-71,714
1278
$323K ﹤0.01%
2,466
1279
$322K ﹤0.01%
21,203
-916
1280
$321K ﹤0.01%
17,318
-1,118
1281
$321K ﹤0.01%
11,379
+2,945
1282
$319K ﹤0.01%
17,715
1283
$319K ﹤0.01%
+28,066
1284
$319K ﹤0.01%
15,410
-510
1285
$318K ﹤0.01%
46,525
-1,779
1286
$317K ﹤0.01%
43,300
-6,700
1287
$316K ﹤0.01%
4,853
-225
1288
$316K ﹤0.01%
+3,994
1289
$313K ﹤0.01%
+5,324
1290
$313K ﹤0.01%
15,531
-405
1291
$313K ﹤0.01%
7,760
-135
1292
$313K ﹤0.01%
+34,450
1293
$312K ﹤0.01%
12,557
-6,100
1294
$310K ﹤0.01%
7,911
-1,795
1295
$307K ﹤0.01%
3,839
+37
1296
$307K ﹤0.01%
7,395
-2,554
1297
$307K ﹤0.01%
3,981
+990
1298
$304K ﹤0.01%
2,131
+181
1299
$302K ﹤0.01%
3,975
-695
1300
$298K ﹤0.01%
+42,264
50 51
52
53 54