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
1301
$297K ﹤0.01%
4,961
-3
1302
$296K ﹤0.01%
+7,792
1303
$296K ﹤0.01%
5,712
-1,832
1304
$295K ﹤0.01%
8,599
-1,333
1305
$292K ﹤0.01%
21,615
-244
1306
$292K ﹤0.01%
+2,450
1307
$291K ﹤0.01%
53,805
-1,500
1308
$289K ﹤0.01%
2,388
-21,784
1309
$288K ﹤0.01%
10,028
-1,866
1310
$286K ﹤0.01%
5,178
-11
1311
$286K ﹤0.01%
7,219
-1
1312
$285K ﹤0.01%
15,074
+1,059
1313
$284K ﹤0.01%
292
-36
1314
$284K ﹤0.01%
+5,495
1315
$283K ﹤0.01%
1,494
+108
1316
$281K ﹤0.01%
+4,567
1317
$281K ﹤0.01%
6,663
-994
1318
$280K ﹤0.01%
+7,616
1319
$278K ﹤0.01%
9,116
-1,698
1320
$277K ﹤0.01%
4,836
-111
1321
$277K ﹤0.01%
2,331
-320
1322
$275K ﹤0.01%
3,561
1323
$275K ﹤0.01%
21,085
+3,263
1324
$275K ﹤0.01%
+3,240
1325
$274K ﹤0.01%
28,860
+6,315
51 52
53
54 55