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
1376
$223K ﹤0.01%
+6,146
1377
$223K ﹤0.01%
7,655
1378
$223K ﹤0.01%
5,377
-3,005
1379
$222K ﹤0.01%
12,722
-329
1380
$222K ﹤0.01%
4,484
1381
$222K ﹤0.01%
6,250
-7
1382
$221K ﹤0.01%
1,807
+11
1383
$220K ﹤0.01%
3,181
+447
1384
$220K ﹤0.01%
+2,157
1385
$219K ﹤0.01%
2,710
-300
1386
$218K ﹤0.01%
4,000
1387
$218K ﹤0.01%
2,963
-4,718
1388
$217K ﹤0.01%
6,757
-5
1389
$217K ﹤0.01%
+3,019
1390
$217K ﹤0.01%
8,990
-60,294
1391
$216K ﹤0.01%
5,262
+137
1392
$214K ﹤0.01%
4,018
-512
1393
$214K ﹤0.01%
+1,717
1394
$214K ﹤0.01%
6,562
-16,947
1395
$213K ﹤0.01%
18,474
-1,645
1396
$213K ﹤0.01%
8,214
-549
1397
$212K ﹤0.01%
6,585
-30,448
1398
$211K ﹤0.01%
15,559
+1,051
1399
$210K ﹤0.01%
3,380
-2,145
1400
$208K ﹤0.01%
1,225
-60
54 55
56
57 58