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
151
$51.9M 0.18%
902,396
+62,194
152
$51M 0.17%
806,170
+78,380
153
$50.3M 0.17%
340,948
-13,255
154
$50.3M 0.17%
1,245,929
+202,364
155
$50M 0.17%
283,740
+2,263
156
$49.8M 0.17%
225,823
-51,791
157
$49.8M 0.17%
1,517,700
-6,967
158
$49M 0.17%
99,812
+1,617
159
$48.7M 0.17%
209,850
-573
160
$48.2M 0.17%
424,288
-9,730
161
$47.3M 0.16%
536,398
+114,969
162
$47M 0.16%
1,369,739
-115,879
163
$46.3M 0.16%
725,823
-33,755
164
$45M 0.15%
490,686
+111,207
165
$44.9M 0.15%
778,741
-33,651
166
$44.7M 0.15%
395,045
+27,576
167
$43.9M 0.15%
705,729
+21,611
168
$43.8M 0.15%
494,295
+17,568
169
$43.6M 0.15%
1,255,702
+2,580
170
$43.5M 0.15%
512,880
-17,950
171
$43.1M 0.15%
392,467
-3,637
172
$42.2M 0.14%
403,319
-14,796
173
$41.9M 0.14%
283,990
+3,883
174
$41.7M 0.14%
108,696
+2,313
175
$41.5M 0.14%
694,831
-29,115
5 6
7
8 9