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
1501
– –
-7,792
1502
– –
-5,707
1503
– –
-17,887
1504
– –
-4,175
1505
– –
-10,451
1506
– –
-60,000
1507
– –
-4,635
1508
– –
-7,080
1509
– –
-6,834
1510
– –
-17,500
1511
– –
-6,533
1512
– –
-47,750
1513
– –
-11,575
1514
– –
-22,840
1515
– –
-22,440
1516
– –
-8,559
1517
– –
-3,613
1518
– –
-195,000
1519
– –
-27,249
1520
– –
-14,913
1521
– –
-24,195
1522
– –
-10,997
1523
– –
-11,754
1524
– –
-5,421
1525
– –
-12,700
59 60
61
62 63