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
651
$5.14M 0.01%
70,890
-59,088
652
$5.14M 0.01%
60,370
+7,735
653
$5.13M 0.01%
13,054
-145
654
$5.12M 0.01%
11,736
-65
655
$5.11M 0.01%
92,951
-62,397
656
$5.06M 0.01%
3,802
-15
657
$5.03M 0.01%
141,244
+44,916
658
$5.02M 0.01%
110,604
+40,116
659
$5.02M 0.01%
85,798
+19,601
660
$5M 0.01%
62,314
+9,457
661
$4.99M 0.01%
86,531
+1,086
662
$4.97M 0.01%
100,939
-16,017
663
$4.95M 0.01%
25,685
+623
664
$4.94M 0.01%
36,998
-63,408
665
$4.9M 0.01%
113,942
+14,479
666
$4.88M 0.01%
429,934
+574
667
$4.84M 0.01%
41,762
+7,043
668
$4.84M 0.01%
1,536
-60
669
$4.8M 0.01%
418,721
-118
670
$4.79M 0.01%
54,911
+6,981
671
$4.78M 0.01%
100,716
+17,945
672
$4.76M 0.01%
15,803
+3,790
673
$4.75M 0.01%
88,380
+6,850
674
$4.74M 0.01%
143,550
+103,925
675
$4.74M 0.01%
199,648
-29,990
25 26
27
28 29