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
476
$9.75M 0.02%
52,163
-160
477
$9.74M 0.02%
168,923
+9,686
478
$9.67M 0.02%
26,634
+203
479
$9.63M 0.02%
191,451
+7,868
480
$9.61M 0.02%
688,440
+136,944
481
$9.56M 0.02%
29,126
+1,741
482
$9.51M 0.02%
32,117
-490
483
$9.44M 0.02%
78,272
+62,059
484
$9.43M 0.02%
23,641
+4,964
485
$9.38M 0.02%
177,174
-1,229
486
$9.36M 0.02%
162,900
+2,024
487
$9.32M 0.02%
380,906
+8,586
488
$9.24M 0.02%
104,797
+7,893
489
$9.23M 0.02%
220,513
+6,452
490
$9.21M 0.02%
162,829
+148,952
491
$9.21M 0.02%
161,587
-106,047
492
$9.2M 0.02%
11,150
+459
493
$9.17M 0.02%
194,637
-141,320
494
$9.15M 0.02%
52,897
+514
495
$9.14M 0.02%
130,987
+3,973
496
$9.11M 0.02%
144,349
+14,681
497
$9.09M 0.02%
196,447
+5,161
498
$9.08M 0.02%
193,037
-253
499
$9.06M 0.02%
523,728
-34,054
500
$9.06M 0.02%
29,102
+3,732
18 19
20
21 22