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
426
$12.1M 0.03%
90,848
+6,893
427
$12M 0.03%
172,180
-1,080
428
$11.9M 0.03%
410,534
-7,292
429
$11.8M 0.02%
52,603
+32,512
430
$11.7M 0.02%
325,112
+110,511
431
$11.7M 0.02%
94,359
+5,655
432
$11.7M 0.02%
177,673
+641
433
$11.7M 0.02%
107,452
-19,981
434
$11.6M 0.02%
274,771
+264,529
435
$11.5M 0.02%
229,310
+2,732
436
$11.5M 0.02%
412,276
+66,634
437
$11.4M 0.02%
317,416
-26,142
438
$11.4M 0.02%
76,856
+7,775
439
$11.4M 0.02%
159,608
+108,978
440
$11.4M 0.02%
166,033
+208
441
$11.3M 0.02%
169,316
-17,203
442
$11.3M 0.02%
614,549
+5,430
443
$11.1M 0.02%
80,989
-94,892
444
$11.1M 0.02%
245,399
+3,262
445
$11.1M 0.02%
220,791
+1,111
446
$11M 0.02%
76,626
+5,998
447
$11M 0.02%
177,326
+21,240
448
$11M 0.02%
42,395
+5,166
449
$11M 0.02%
174,527
+2,423
450
$10.9M 0.02%
191,580
+14,679
16 17
18
19 20