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
– –
-7,956
1502
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-10,057
1503
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-12,063
1504
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-6,473
1505
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-4,326
1506
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-13,029
1507
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-13,426
1508
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-11,280
1509
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-75,001
1510
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-16,772
1511
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-13,639
1512
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-8,099
1513
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-10,000
1514
– –
-15,527
1515
– –
-21,254
1516
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-25,000
1517
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-6,250
1518
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-19,400
1519
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-3,654
1520
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-3,881
1521
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-35,570
1522
– –
-6,733
1523
– –
-342,932
1524
– –
-13,200
1525
– –
-11,948
59 60
61
62 63