Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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 +$106M
2 +$36.5M
3 +$33.4M
4
FND icon
Floor & Decor
FND
+$30.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$29.8M

Top Sells

1 +$138M
2 +$48.3M
3 +$46.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$33.1M
5
ATR icon
AptarGroup
ATR
+$30.1M

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
1551
-4,302
1552
-5,000
1553
-10,540
1554
-4,847
1555
-26,551
1556
-17,500
1557
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1558
-47,750
1559
-11,575
1560
-22,840
1561
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1562
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1563
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1564
-195,000
1565
-27,249
1566
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1567
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1568
-10,997
1569
-11,754
1570
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1571
-12,700
1572
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1573
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1574
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1575
-11,063