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
301
$22.9M 0.05%
319,663
-21,748
302
$22.8M 0.05%
419,955
+61,408
303
$22.8M 0.05%
191,475
-21,739
304
$22.7M 0.05%
289,124
+422
305
$22.6M 0.05%
118,019
+2,250
306
$22.5M 0.05%
118,899
-28,719
307
$22.5M 0.05%
987,967
-132,025
308
$22.1M 0.05%
563,134
+15,151
309
$22M 0.05%
739,885
+67,706
310
$21.9M 0.05%
211,263
+13,941
311
$21.8M 0.05%
231,561
+15,159
312
$21.7M 0.05%
189,778
-29,613
313
$21.3M 0.04%
78,813
-3,422
314
$21.3M 0.04%
153,400
-27,151
315
$21.1M 0.04%
142,418
+19,438
316
$20.9M 0.04%
329,974
+32,826
317
$20.6M 0.04%
89,648
-1,465
318
$20.5M 0.04%
84,546
-7,292
319
$20.5M 0.04%
296,877
-36,023
320
$20.4M 0.04%
93,080
+8,210
321
$20.4M 0.04%
38,896
-210
322
$20.2M 0.04%
76,757
+8,677
323
$20.1M 0.04%
376,069
+72,023
324
$20M 0.04%
218,834
+41,430
325
$19.9M 0.04%
5,499
+165
11 12
13
14 15