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
576
$7.06M 0.01%
216,397
-89,787
577
$6.99M 0.01%
14,612
-13,217
578
$6.99M 0.01%
852,939
+5,450
579
$6.92M 0.01%
189,249
+91,549
580
$6.92M 0.01%
517,938
+1,593
581
$6.91M 0.01%
59,172
-64
582
$6.85M 0.01%
94,361
-13,005
583
$6.81M 0.01%
134,904
-59,943
584
$6.8M 0.01%
80,432
+45,184
585
$6.79M 0.01%
75,012
-2,889
586
$6.77M 0.01%
43,379
-19,005
587
$6.74M 0.01%
100,338
+11,868
588
$6.71M 0.01%
374,375
+5,589
589
$6.69M 0.01%
155,945
-39,480
590
$6.66M 0.01%
118,053
+28,107
591
$6.64M 0.01%
191,467
-17,777
592
$6.63M 0.01%
270,921
+4,781
593
$6.62M 0.01%
135,194
-725
594
$6.57M 0.01%
18,938
-7,134
595
$6.52M 0.01%
346,005
+57,247
596
$6.51M 0.01%
174,877
+99,299
597
$6.43M 0.01%
317,183
-215,114
598
$6.42M 0.01%
6,311
-66
599
$6.36M 0.01%
86,939
-4,463
600
$6.35M 0.01%
63,839
+2,330
22 23
24
25 26