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
601
$6.33M 0.01%
196,443
+15,219
602
$6.31M 0.01%
12,077
+524
603
$6.3M 0.01%
388,073
+87,553
604
$6.27M 0.01%
92,426
+3,012
605
$6.27M 0.01%
40,038
-3,569
606
$6.24M 0.01%
31,984
-753
607
$6.23M 0.01%
106,411
-322
608
$6.22M 0.01%
49,495
-1,486
609
$6.22M 0.01%
136,020
-10,058
610
$6.19M 0.01%
47,381
-2,297
611
$6.19M 0.01%
57,652
-33,362
612
$6.17M 0.01%
65,828
+4,675
613
$6.16M 0.01%
56,681
-291
614
$6.16M 0.01%
54,275
+4,498
615
$6.12M 0.01%
25,968
+7,441
616
$6.08M 0.01%
20,253
+62
617
$6.07M 0.01%
34,652
-566
618
$6.03M 0.01%
124,093
+13,852
619
$6.02M 0.01%
65,159
+3,102
620
$5.98M 0.01%
25,780
-332
621
$5.93M 0.01%
72,617
+16,073
622
$5.93M 0.01%
137,884
+11,585
623
$5.86M 0.01%
95,483
+26,978
624
$5.85M 0.01%
101,492
-1,009
625
$5.79M 0.01%
318,982
-44,252
23 24
25
26 27