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
1426
$158K ﹤0.01%
23,305
1427
$158K ﹤0.01%
13,946
1428
$157K ﹤0.01%
15,004
+626
1429
$156K ﹤0.01%
+14,040
1430
$155K ﹤0.01%
14,573
+200
1431
$151K ﹤0.01%
10,517
-4,424
1432
$151K ﹤0.01%
13,900
+400
1433
$147K ﹤0.01%
+10,652
1434
$147K ﹤0.01%
12,012
-699
1435
$145K ﹤0.01%
13,472
-94,940
1436
$142K ﹤0.01%
12,885
+1,333
1437
$142K ﹤0.01%
8,700
+1,300
1438
$141K ﹤0.01%
11,265
1439
$139K ﹤0.01%
10,652
1440
$132K ﹤0.01%
+13,100
1441
$132K ﹤0.01%
10,700
-76,000
1442
$130K ﹤0.01%
13,888
+58
1443
$128K ﹤0.01%
+11,310
1444
$126K ﹤0.01%
19,700
+2,654
1445
$119K ﹤0.01%
17,443
-971
1446
$117K ﹤0.01%
24,500
+9,500
1447
$113K ﹤0.01%
10,318
1448
$112K ﹤0.01%
10,000
1449
$112K ﹤0.01%
12,250
+1,642
1450
$110K ﹤0.01%
+18,137