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
176
$40.2M 0.14%
441,138
-18,081
177
$40.1M 0.14%
530,510
-326,009
178
$40M 0.14%
483,050
-15,949
179
$39.8M 0.14%
269,216
+16,142
180
$39.6M 0.14%
627,030
+43,078
181
$39.4M 0.14%
338,673
+17,126
182
$39.2M 0.13%
984,833
+19,555
183
$38.5M 0.13%
377,139
+267,438
184
$38M 0.13%
229,248
-173
185
$37.9M 0.13%
257,441
+11,025
186
$37.9M 0.13%
718,333
-3,710
187
$37.7M 0.13%
554,069
+88,749
188
$37.7M 0.13%
369,417
+3,241
189
$37.5M 0.13%
346,956
+186,890
190
$37M 0.13%
478,037
-21,398
191
$36.6M 0.13%
693,281
+31,248
192
$36.5M 0.13%
575,222
+14,185
193
$36.5M 0.13%
114
+3
194
$36.3M 0.12%
1,187,761
+7,443
195
$35.9M 0.12%
1,156,241
-3,707
196
$35.8M 0.12%
251,335
-9,046
197
$35.8M 0.12%
105,725
-19,375
198
$35.5M 0.12%
188,266
+19,495
199
$35.4M 0.12%
217,591
-6,602
200
$35.4M 0.12%
801,857
+8,561
6 7
8
9 10