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
526
$8.2M 0.02%
32,790
+710
527
$8.16M 0.02%
98,311
+8,848
528
$8.16M 0.02%
162,488
+1,541
529
$8.14M 0.02%
93,107
+1,111
530
$7.99M 0.02%
543,260
+129,463
531
$7.96M 0.02%
132,124
+22,913
532
$7.96M 0.02%
118,703
-25,970
533
$7.95M 0.02%
99,200
+1,065
534
$7.91M 0.02%
218,669
+2,589
535
$7.9M 0.02%
101,606
-2,831
536
$7.9M 0.02%
81,640
+5,986
537
$7.87M 0.02%
81,537
+15,250
538
$7.85M 0.02%
416,268
-17,252
539
$7.84M 0.02%
53,902
+14,680
540
$7.79M 0.02%
132,385
+33,444
541
$7.71M 0.02%
142,507
-1,446
542
$7.7M 0.02%
188,744
+22,467
543
$7.68M 0.02%
59,393
+35,978
544
$7.68M 0.02%
119,957
-974
545
$7.68M 0.02%
82,334
-22,524
546
$7.67M 0.02%
435,516
+578
547
$7.6M 0.02%
80,061
+26,789
548
$7.58M 0.02%
416,000
+263,209
549
$7.56M 0.02%
133,986
+14,251
550
$7.55M 0.02%
44,705
-1,295
20 21
22
23 24