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
551
$7.53M 0.02%
79,910
+51,403
552
$7.53M 0.02%
15,789
+1,547
553
$7.51M 0.02%
120,543
-43,644
554
$7.51M 0.02%
56,928
-6,641
555
$7.45M 0.02%
225,918
+14,703
556
$7.42M 0.02%
1,139,237
+17,332
557
$7.37M 0.02%
27,921
+13,290
558
$7.34M 0.02%
25,315
+11,588
559
$7.34M 0.02%
109,918
+6,006
560
$7.33M 0.02%
94,936
+1,221
561
$7.3M 0.02%
461,686
+43,255
562
$7.25M 0.02%
112,383
+12,633
563
$7.24M 0.02%
10,362
+164
564
$7.24M 0.02%
53,586
+13,039
565
$7.24M 0.02%
266,595
-4,665
566
$7.24M 0.02%
21,694
-6,314
567
$7.19M 0.02%
39,330
-534
568
$7.18M 0.02%
292,058
+14,228
569
$7.18M 0.02%
154,433
+7,140
570
$7.17M 0.02%
75,066
-90,968
571
$7.16M 0.02%
190,102
+15,419
572
$7.16M 0.02%
232,195
-44,610
573
$7.14M 0.02%
77,251
+7,620
574
$7.14M 0.02%
230,606
+42,169
575
$7.1M 0.01%
137,541
-21,236
21 22
23
24 25