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
1451
$102K ﹤0.01%
+10,902
1452
$101K ﹤0.01%
4,098
-1,909
1453
$101K ﹤0.01%
+12,750
1454
$100K ﹤0.01%
+4,500
1455
$96K ﹤0.01%
10,000
1456
$96K ﹤0.01%
23,802
+8,582
1457
$93K ﹤0.01%
37,036
1458
$92K ﹤0.01%
17,899
-193
1459
$87K ﹤0.01%
18,813
-16,750
1460
$86K ﹤0.01%
+12,394
1461
$84K ﹤0.01%
16,518
1462
$83K ﹤0.01%
458
+168
1463
$82K ﹤0.01%
3,344
-4,111
1464
$81K ﹤0.01%
46
-4
1465
$78K ﹤0.01%
31,200
+1,200
1466
$75K ﹤0.01%
12,050
1467
$73K ﹤0.01%
12,108
-5,683
1468
$68K ﹤0.01%
+16,144
1469
$68K ﹤0.01%
11,194
+49
1470
$66K ﹤0.01%
29,000
-10,000
1471
$61K ﹤0.01%
+19,149
1472
$56K ﹤0.01%
13,597
-4,015
1473
$55K ﹤0.01%
18,900
-600
1474
$54K ﹤0.01%
16,833
-300
1475
$45K ﹤0.01%
+11,533
57 58
59
60 61