Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
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
1
$1.28B 4.4%
11,094,137
-1,262,371
2
$1.14B 3.9%
5,408,356
-92,218
3
$554M 1.9%
1,993,429
+12,416
4
$490M 1.68%
5,086,280
+9,188
5
$478M 1.64%
2,244,279
-38,769
6
$475M 1.63%
11,611,045
+638,338
7
$475M 1.63%
3,188,793
+33,222
8
$448M 1.53%
3,609,615
+36,037
9
$434M 1.49%
2,000,789
-156,854
10
$394M 1.35%
3,336,887
+148,404
11
$376M 1.29%
5,120,640
+19,720
12
$361M 1.24%
6,299,453
-20,818
13
$356M 1.22%
2,263,620
+26,060
14
$298M 1.02%
3,148,756
+19,389
15
$283M 0.97%
1,080,457
+93,135
16
$271M 0.93%
1,378,676
+39,772
17
$266M 0.91%
3,042,484
-46,566
18
$266M 0.91%
863,024
-10,005
19
$262M 0.9%
11,634,606
+245,578
20
$252M 0.86%
8,186,280
-80,565
21
$246M 0.84%
6,256,642
+3,649
22
$233M 0.8%
6,693,522
+167,843
23
$219M 0.75%
1,093,657
+38,895
24
$218M 0.75%
2,001,105
+3,134
25
$215M 0.74%
1,546,224
+53,842
1
2 3 4 5