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
1351
$249K ﹤0.01%
14,146
-6,856
1352
$247K ﹤0.01%
256
-866
1353
$246K ﹤0.01%
8,009
+119
1354
$245K ﹤0.01%
8,749
+853
1355
$244K ﹤0.01%
2,305
+37
1356
$244K ﹤0.01%
4,548
+266
1357
$243K ﹤0.01%
5,000
1358
$241K ﹤0.01%
2,998
-5,592
1359
$239K ﹤0.01%
3,999
-2,068
1360
$238K ﹤0.01%
7,923
-1,217
1361
$234K ﹤0.01%
4,804
+4
1362
$233K ﹤0.01%
4,350
-440
1363
$233K ﹤0.01%
5,034
-136
1364
$232K ﹤0.01%
13,643
-932,482
1365
$231K ﹤0.01%
9,631
+710
1366
$230K ﹤0.01%
24,969
+1,850
1367
$229K ﹤0.01%
5,264
-3,453
1368
$229K ﹤0.01%
28,000
1369
$228K ﹤0.01%
7,800
-6,538
1370
$228K ﹤0.01%
9,563
-4,553
1371
$228K ﹤0.01%
11,986
+884
1372
$226K ﹤0.01%
3,002
1373
$225K ﹤0.01%
+3,622
1374
$225K ﹤0.01%
8,778
+280
1375
$224K ﹤0.01%
21,596
-473
53 54
55
56 57