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
276
$26M 0.05%
448,869
+8,785
277
$25.7M 0.05%
335,522
+3,142
278
$25.6M 0.05%
103,314
+13,036
279
$25.5M 0.05%
287,749
+1,165
280
$25.4M 0.05%
788,527
-33,318
281
$25.4M 0.05%
557,290
-325,379
282
$25.2M 0.05%
676,281
-19,165
283
$24.9M 0.05%
714,991
-122,213
284
$24.6M 0.05%
120,125
+66
285
$24.6M 0.05%
500,761
+211,344
286
$24.4M 0.05%
121,279
-911
287
$24.2M 0.05%
468,915
-173,957
288
$24.1M 0.05%
333,999
+9,976
289
$24.1M 0.05%
332,706
+36,933
290
$24M 0.05%
569,820
-8,762
291
$23.8M 0.05%
307,538
-59,781
292
$23.7M 0.05%
398,242
-68,141
293
$23.7M 0.05%
1,366,199
+204,366
294
$23.6M 0.05%
433,554
-6,871
295
$23.4M 0.05%
479,728
-41,306
296
$23.4M 0.05%
122,681
-894
297
$23.4M 0.05%
55,877
-12,134
298
$23.3M 0.05%
198,511
-7,707
299
$23.2M 0.05%
594,016
-122,692
300
$23.1M 0.05%
175,820
+3,435
10 11
12
13 14