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
126
$61.4M 0.21%
769,885
+27,661
127
$61.2M 0.21%
1,702,220
+366,321
128
$61.2M 0.21%
253,313
-23,994
129
$61.2M 0.21%
1,418,804
+525,060
130
$60.5M 0.21%
2,574,302
-560,521
131
$59.6M 0.2%
360,502
-14,900
132
$59.1M 0.2%
299,815
-13,372
133
$58.6M 0.2%
884,219
-50,339
134
$57.9M 0.2%
2,018,290
-134,380
135
$57.7M 0.2%
1,168,949
+21,343
136
$57.7M 0.2%
546,164
-23,547
137
$57.6M 0.2%
455,327
-17,053
138
$57.4M 0.2%
707,779
+14,140
139
$57.2M 0.2%
253,037
+244
140
$56.9M 0.2%
163,257
-6,503
141
$56.9M 0.19%
1,994,278
-102,849
142
$55.9M 0.19%
911,823
-28,299
143
$55.8M 0.19%
1,778,645
+420,364
144
$55M 0.19%
290,006
+31,922
145
$54.9M 0.19%
293,441
-3,766
146
$54.6M 0.19%
934,856
+8,422
147
$54.5M 0.19%
430,789
+43,795
148
$53.8M 0.18%
1,162,698
+6,544
149
$53.1M 0.18%
312,412
-57,059
150
$52.3M 0.18%
251,184
+14,701
4 5
6
7 8