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
1326
$272K ﹤0.01%
800
-35
1327
$271K ﹤0.01%
8,661
-350
1328
$269K ﹤0.01%
13,976
-12,180
1329
$269K ﹤0.01%
66
+4
1330
$269K ﹤0.01%
6,963
-75
1331
$265K ﹤0.01%
6,030
-12
1332
$265K ﹤0.01%
23,520
+8,870
1333
$264K ﹤0.01%
6,251
-390
1334
$264K ﹤0.01%
6,071
-950
1335
$263K ﹤0.01%
+4,344
1336
$263K ﹤0.01%
29,634
-4,896
1337
$263K ﹤0.01%
+15,580
1338
$262K ﹤0.01%
3,048
-208
1339
$261K ﹤0.01%
27,270
+1,647
1340
$260K ﹤0.01%
9,472
-20
1341
$259K ﹤0.01%
7,407
-2,728
1342
$257K ﹤0.01%
+7,238
1343
$255K ﹤0.01%
800
1344
$254K ﹤0.01%
4,520
1345
$253K ﹤0.01%
13,012
-162
1346
$252K ﹤0.01%
40,300
-69,887
1347
$251K ﹤0.01%
17,715
-909
1348
$250K ﹤0.01%
+3,000
1349
$250K ﹤0.01%
+6,241
1350
$249K ﹤0.01%
9,650
-1,270
52 53
54
55 56