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
1401
$207K ﹤0.01%
+11,212
1402
$206K ﹤0.01%
3,570
1403
$206K ﹤0.01%
13,030
+2,974
1404
$205K ﹤0.01%
936
+44
1405
$204K ﹤0.01%
9,747
-200
1406
$204K ﹤0.01%
40,994
+6,789
1407
$203K ﹤0.01%
+21,000
1408
$200K ﹤0.01%
2,023
-14,655
1409
$200K ﹤0.01%
19,256
+1,399
1410
$195K ﹤0.01%
86,630
-2,561
1411
$194K ﹤0.01%
34,565
-191,521
1412
$193K ﹤0.01%
+21,901
1413
$189K ﹤0.01%
+55,389
1414
$188K ﹤0.01%
80,000
1415
$185K ﹤0.01%
13,328
1416
$185K ﹤0.01%
13,050
1417
$178K ﹤0.01%
10,661
-1,336
1418
$178K ﹤0.01%
25,556
+1,896
1419
$174K ﹤0.01%
16,525
-124,684
1420
$173K ﹤0.01%
11,026
-39,974
1421
$172K ﹤0.01%
+10,867
1422
$166K ﹤0.01%
+11,650
1423
$163K ﹤0.01%
12,575
1424
$161K ﹤0.01%
+10,855
1425
$159K ﹤0.01%
20,662
+154
55 56
57
58 59