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
1476
$41K ﹤0.01%
38,707
1477
$35K ﹤0.01%
35,000
+25,000
1478
$32K ﹤0.01%
15,000
1479
$31K ﹤0.01%
+12,500
1480
$30K ﹤0.01%
30,600
1481
$10K ﹤0.01%
13,100
1482
$8K ﹤0.01%
11,248
1483
– –
-11,063
1484
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-22,494
1485
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-13,029
1486
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-13,426
1487
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-10,000
1488
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-4,302
1489
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-5,000
1490
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-531
1491
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-53,091
1492
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-35,190
1493
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1494
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1495
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-26,551
1496
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-5,079
1497
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-2,179
1498
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-5,000
1499
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-28,124
1500
– –
-8,706
58 59
60
61 62