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
501
$9.04M 0.02%
147,897
+20,278
502
$9.01M 0.02%
17,377
+1,075
503
$8.96M 0.02%
296,464
+878
504
$8.96M 0.02%
34,355
-1,970
505
$8.95M 0.02%
314,309
-712
506
$8.92M 0.02%
187,356
+9,152
507
$8.84M 0.02%
541,186
-421
508
$8.82M 0.02%
90,892
+21,567
509
$8.77M 0.02%
147,931
+978
510
$8.72M 0.02%
77,598
+10,668
511
$8.72M 0.02%
186,874
+24,548
512
$8.71M 0.02%
66,389
+1,388
513
$8.61M 0.02%
5,697
+13
514
$8.6M 0.02%
39,362
-32,763
515
$8.58M 0.02%
90,662
-15,183
516
$8.58M 0.02%
136,484
+19,078
517
$8.56M 0.02%
54,750
-78,381
518
$8.52M 0.02%
171,443
+31,597
519
$8.51M 0.02%
134,383
-504
520
$8.43M 0.02%
257,821
+5,039
521
$8.33M 0.02%
44,881
-442
522
$8.24M 0.02%
358,202
+157,715
523
$8.23M 0.02%
163,600
+13,245
524
$8.21M 0.02%
66,290
-48,518
525
$8.21M 0.02%
323,466
-29,562
19 20
21
22 23