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
451
$10.9M 0.02%
173,450
-278,885
452
$10.9M 0.02%
61,413
-310
453
$10.9M 0.02%
82,862
-60,685
454
$10.9M 0.02%
817,055
-52,483
455
$10.8M 0.02%
33,747
+1,745
456
$10.8M 0.02%
122,668
+17,274
457
$10.8M 0.02%
31,251
+3,427
458
$10.7M 0.02%
196,119
+30,070
459
$10.7M 0.02%
128,308
+23,437
460
$10.4M 0.02%
367,376
+14,482
461
$10.3M 0.02%
123,142
+15,143
462
$10.3M 0.02%
63,607
+9,944
463
$10.2M 0.02%
91,072
-2,061
464
$10.2M 0.02%
197,405
-24,924
465
$10.2M 0.02%
326,956
+54,465
466
$10.2M 0.02%
315,339
+33,550
467
$10.2M 0.02%
98,976
+6,612
468
$10.1M 0.02%
113,111
+1,837
469
$10.1M 0.02%
423,705
+41,244
470
$10M 0.02%
82,243
-1,684
471
$10M 0.02%
356,825
-148,173
472
$10M 0.02%
233,866
+57,402
473
$9.89M 0.02%
29,647
+788
474
$9.84M 0.02%
50,584
+1,348
475
$9.8M 0.02%
40,880
-1,842
17 18
19
20 21