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
351
$17.8M 0.04%
147,449
-12,218
352
$17.6M 0.04%
346,476
+21,099
353
$17.3M 0.04%
133,107
+2,415
354
$17.3M 0.04%
421,035
-120,614
355
$17.3M 0.04%
381,605
-157,294
356
$17.3M 0.04%
110,644
-3,012
357
$17.2M 0.04%
144,580
+213
358
$17.1M 0.04%
76,073
+2,209
359
$17M 0.04%
104,255
+8,809
360
$16.9M 0.04%
350,875
-6,409
361
$16.8M 0.04%
385,611
+55,904
362
$16.8M 0.04%
287,146
-19,543
363
$16.8M 0.04%
195,676
-5,010
364
$16.8M 0.04%
334,676
-39,005
365
$16.7M 0.04%
64,366
+3,514
366
$16.4M 0.03%
269,108
+1,508
367
$16.4M 0.03%
510,239
-31,899
368
$16.4M 0.03%
186,903
+1,324
369
$16.3M 0.03%
240,951
+24,228
370
$16.3M 0.03%
109,505
-965
371
$16.2M 0.03%
178,195
-12,900
372
$16.1M 0.03%
128,137
-22,454
373
$16M 0.03%
40,218
-1,200
374
$15.9M 0.03%
100,333
-26,831
375
$15.9M 0.03%
406,911
-34,734
13 14
15
16 17