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
626
$5.78M 0.01%
241,517
+150,227
627
$5.73M 0.01%
93,613
+7,856
628
$5.69M 0.01%
4,623
-88
629
$5.68M 0.01%
58,867
+13
630
$5.62M 0.01%
44,684
+6,521
631
$5.6M 0.01%
85,682
+3,968
632
$5.57M 0.01%
16,092
+3,921
633
$5.55M 0.01%
240,843
-3,330
634
$5.52M 0.01%
61,421
+754
635
$5.49M 0.01%
182,604
+1,010
636
$5.49M 0.01%
141,235
+30,138
637
$5.42M 0.01%
9,479
+2,921
638
$5.41M 0.01%
170,013
+53,006
639
$5.38M 0.01%
267,072
-648
640
$5.38M 0.01%
261,983
+229,786
641
$5.34M 0.01%
38,779
+1,579
642
$5.34M 0.01%
180,808
+185
643
$5.31M 0.01%
299,895
+17,194
644
$5.28M 0.01%
243,126
+38,433
645
$5.26M 0.01%
48,477
+19,732
646
$5.23M 0.01%
70,416
+14,770
647
$5.22M 0.01%
+62,949
648
$5.21M 0.01%
41,339
+449
649
$5.2M 0.01%
144,993
+7,845
650
$5.17M 0.01%
99,188
-3,434
24 25
26
27 28