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
1576
– –
-2,286
1577
– –
-9,071
1578
– –
-2,730
1579
– –
-100,500
1580
– –
-10,101
1581
– –
-10,900
1582
– –
-6,833
1583
– –
-5,498
1584
– –
-7,188
1585
– –
-11,672
1586
– –
-7,956
1587
– –
-10,057
1588
– –
-12,063
1589
– –
-6,473
1590
– –
-4,326
1591
– –
-834
1592
– –
-11,280
1593
– –
-75,001
1594
– –
-16,772
1595
– –
-13,639
1596
– –
-8,099
1597
– –
-10,000
1598
– –
-15,527
1599
– –
-21,254
1600
– –
-25,000
61 62 63
64
65