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
376
$15.8M 0.03%
1,134,071
+68,633
377
$15.7M 0.03%
335,804
+22,134
378
$15.7M 0.03%
62,164
+1,149
379
$15.7M 0.03%
195,969
+7,420
380
$15.5M 0.03%
356,325
-154,693
381
$15.5M 0.03%
419,124
-10,571
382
$15.5M 0.03%
263,379
+42,714
383
$15.5M 0.03%
178,517
+153,141
384
$15.4M 0.03%
133,960
+3,442
385
$15.4M 0.03%
140,840
+2,344
386
$15.3M 0.03%
500,080
+109,430
387
$15.2M 0.03%
60,126
-6,406
388
$15.2M 0.03%
330,383
+11,368
389
$15.1M 0.03%
167,240
-158,940
390
$15.1M 0.03%
303,071
+37,569
391
$15M 0.03%
474,444
-26,520
392
$14.9M 0.03%
120,939
+424
393
$14.9M 0.03%
165,249
-7,788
394
$14.7M 0.03%
287,487
+15,192
395
$14.5M 0.03%
524,988
-37,446
396
$14.4M 0.03%
49,491
+2,100
397
$14.4M 0.03%
109,288
+10,788
398
$14.4M 0.03%
690,986
+56,565
399
$14.4M 0.03%
195,943
-61,332
400
$14.3M 0.03%
110,511
-16,466
14 15
16
17 18