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
251
$31.5M 0.07%
108,873
-16,612
252
$31.5M 0.07%
338,031
+3,341
253
$31.4M 0.07%
291,362
-100,724
254
$31.3M 0.07%
56,266
-1,306
255
$31M 0.07%
1,379,757
+1,197,668
256
$30.8M 0.06%
235,065
+4,161
257
$30.8M 0.06%
155,649
+1,398
258
$30.7M 0.06%
439,152
+7,851
259
$30.4M 0.06%
142,877
+6,386
260
$30M 0.06%
515,920
-31,979
261
$29.1M 0.06%
478,710
+13,030
262
$29.1M 0.06%
355,326
+2,526
263
$28.5M 0.06%
913,534
+19,488
264
$28.1M 0.06%
324,871
-10,628
265
$28M 0.06%
229,349
+41,203
266
$27.9M 0.06%
194,124
+23,564
267
$27.8M 0.06%
161,843
-8,722
268
$27.8M 0.06%
129,127
+336
269
$27.5M 0.06%
132,073
-8,568
270
$27.2M 0.06%
221,196
-485
271
$26.6M 0.06%
138,715
+3,395
272
$26.6M 0.06%
464,273
+53,459
273
$26.5M 0.06%
93,757
-20,329
274
$26.4M 0.06%
1,299,496
+30,329
275
$26.2M 0.06%
215,040
+19,387
9 10
11
12 13