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
$47.7B
AUM Growth
+$3.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,826
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$56.1M
3
+$43.5M
4
DIS icon
Walt Disney
DIS
+$41.5M
5
PEN icon
Penumbra
PEN
+$38.4M

Top Sells

1
+$52.6M
2
+$43M
3
+$41.7M
4
ICLR icon
Icon
ICLR
+$33M
5
RTX icon
RTX Corp
RTX
+$30.8M

Sector Composition

1 Technology 18.5%
2 Financials 12.8%
3 Industrials 10.87%
4 Healthcare 9.14%
5 Consumer Discretionary 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39.3M 0.08%
93,768
+4,369
227
$39.2M 0.08%
250,867
+85,934
228
$38.7M 0.08%
689,816
-2,468
229
$38.5M 0.08%
158,872
+10,223
230
$38.4M 0.08%
+171,861
231
$38M 0.08%
192,002
+2,042
232
$37.6M 0.08%
1,529,868
+403,155
233
$37M 0.08%
136,240
-934
234
$36.8M 0.08%
685,386
+73,462
235
$35.4M 0.07%
348,895
+16,717
236
$34.8M 0.07%
358,200
-56,180
237
$34.6M 0.07%
1,201,682
+42,341
238
$34.6M 0.07%
211,590
-36,348
239
$34.5M 0.07%
266,659
-3,092
240
$34.4M 0.07%
151,058
-21,951
241
$34.2M 0.07%
134,013
+1,164
242
$33.5M 0.07%
932,803
-203,563
243
$33.3M 0.07%
161,630
-1,263
244
$33.1M 0.07%
322,475
+2,408
245
$33.1M 0.07%
574,823
+20,228
246
$32.9M 0.07%
65,185
-11,546
247
$32.9M 0.07%
125,209
-35,849
248
$32.7M 0.07%
2,381,240
+1,093,891
249
$32.7M 0.07%
33,932
+71
250
$32.6M 0.07%
1,003,874
+133,986
8 9
10
11 12