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
401
$14.2M 0.03%
386,039
+74,784
402
$14.1M 0.03%
495,337
-12,216
403
$14.1M 0.03%
655,287
+121,691
404
$14M 0.03%
76,222
-4,095
405
$14M 0.03%
442,162
+414,452
406
$13.8M 0.03%
30,277
+385
407
$13.7M 0.03%
94,846
-1,768
408
$13.7M 0.03%
132,156
-28,498
409
$13.6M 0.03%
114,470
+2,751
410
$13.6M 0.03%
442,115
-15,944
411
$13.4M 0.03%
91,000
-5,391
412
$13.4M 0.03%
285,096
+24,973
413
$13.4M 0.03%
114,225
+37,826
414
$13.3M 0.03%
234,273
+26,360
415
$13.3M 0.03%
1,466,144
+90,547
416
$13.3M 0.03%
192,828
+3,343
417
$13.1M 0.03%
99,463
+54,141
418
$13.1M 0.03%
169,642
-11,890
419
$13M 0.03%
128,780
-108,770
420
$12.9M 0.03%
40,419
+7,949
421
$12.6M 0.03%
56,230
+2,103
422
$12.5M 0.03%
46,106
+438
423
$12.5M 0.03%
138,510
+28,174
424
$12.4M 0.03%
148,514
-11,568
425
$12.2M 0.03%
41,560
-28,806
15 16
17
18 19