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
676
$4.69M 0.01%
121,068
-287
677
$4.68M 0.01%
71,076
-151
678
$4.67M 0.01%
18,866
+78
679
$4.67M 0.01%
326,401
+8,565
680
$4.67M 0.01%
138,493
-790
681
$4.66M 0.01%
+128,272
682
$4.65M 0.01%
135,662
-23,838
683
$4.65M 0.01%
413,681
+594
684
$4.58M 0.01%
27,749
+5,349
685
$4.58M 0.01%
90,148
+20,966
686
$4.57M 0.01%
21,203
-28,066
687
$4.57M 0.01%
116,604
+7,040
688
$4.55M 0.01%
47,853
+3,162
689
$4.55M 0.01%
383,123
+25,042
690
$4.54M 0.01%
41,395
+1,626
691
$4.53M 0.01%
85,344
-174,140
692
$4.52M 0.01%
13,891
-7,565
693
$4.52M 0.01%
517,564
-33,027
694
$4.49M 0.01%
87,117
+77,525
695
$4.48M 0.01%
10,217
-62
696
$4.47M 0.01%
102,552
+29,780
697
$4.47M 0.01%
42,807
+188
698
$4.46M 0.01%
82,927
-978,311
699
$4.44M 0.01%
32,167
+6,582
700
$4.42M 0.01%
54,487
+8,989
26 27
28
29 30