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
201
$34.9M 0.12%
+106,694
202
$34.3M 0.12%
92,815
-12,910
203
$34.2M 0.12%
449,449
-90,276
204
$33.7M 0.12%
344,061
+341,739
205
$33.7M 0.12%
582,792
-20,136
206
$33.6M 0.12%
448,690
+443,646
207
$33.5M 0.11%
234,776
+6,394
208
$33.1M 0.11%
330,662
+10,987
209
$33M 0.11%
339,974
+33,556
210
$32.9M 0.11%
260,008
-11,346
211
$32.7M 0.11%
497,988
+4,791
212
$32.6M 0.11%
109,559
+3,734
213
$32.6M 0.11%
221,985
-2,603
214
$32.3M 0.11%
276,643
+13,360
215
$32M 0.11%
191,509
+67,216
216
$31.6M 0.11%
285,877
-14,782
217
$31.3M 0.11%
112,962
-12,716
218
$30.3M 0.1%
586,226
+108,620
219
$29.9M 0.1%
287,252
-4,025
220
$29.2M 0.1%
176,744
-6,402
221
$29.2M 0.1%
800,364
-53,596
222
$28.7M 0.1%
341,759
+5,018
223
$28.4M 0.1%
220,625
-4,387
224
$27.4M 0.09%
770,404
-35,271
225
$27.3M 0.09%
262,555
+37,097
7 8
9
10 11