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
326
$19.9M 0.04%
130,024
+15,684
327
$19.9M 0.04%
106,072
+43,451
328
$19.8M 0.04%
258,096
+29,037
329
$19.8M 0.04%
220,859
-84,725
330
$19.5M 0.04%
442,894
+13,972
331
$19.2M 0.04%
160,525
+7,035
332
$19M 0.04%
736,783
+162,616
333
$19M 0.04%
80,391
+852
334
$18.9M 0.04%
26,153
+2,642
335
$18.8M 0.04%
1,069,382
+91,467
336
$18.7M 0.04%
586,762
-58,915
337
$18.7M 0.04%
60,669
+4,307
338
$18.7M 0.04%
158,623
+28,513
339
$18.7M 0.04%
76,257
+655
340
$18.6M 0.04%
34,730
-5,035
341
$18.5M 0.04%
47,233
+4,070
342
$18.2M 0.04%
221,445
+11,499
343
$18.1M 0.04%
+600,140
344
$18.1M 0.04%
248,220
+40,295
345
$18.1M 0.04%
159,726
-15,089
346
$18.1M 0.04%
278,429
-49,728
347
$18.1M 0.04%
197,880
+5,216
348
$18M 0.04%
440,320
+39,969
349
$18M 0.04%
501,211
-180,721
350
$17.9M 0.04%
272,052
+120,632
12 13
14
15 16