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
701
$4.41M 0.01%
511,469
-18,431
702
$4.32M 0.01%
57,750
-229,124
703
$4.3M 0.01%
17,758
+1,107
704
$4.3M 0.01%
65,790
+2,099
705
$4.3M 0.01%
47,541
-160
706
$4.29M 0.01%
153,800
+2,351
707
$4.28M 0.01%
27,942
-53
708
$4.27M 0.01%
24,865
+1,679
709
$4.26M 0.01%
27,186
-19,692
710
$4.26M 0.01%
93,983
-4,999
711
$4.22M 0.01%
49,339
+385
712
$4.2M 0.01%
150,186
+3,859
713
$4.18M 0.01%
52,231
+2,468
714
$4.18M 0.01%
70,493
+5,801
715
$4.17M 0.01%
19,416
-5,273
716
$4.16M 0.01%
15,134
+806
717
$4.16M 0.01%
82,481
-3,393
718
$4.16M 0.01%
1,289
-51
719
$4.15M 0.01%
22,579
+131
720
$4.15M 0.01%
89,714
-29,056
721
$4.14M 0.01%
81,413
+1,058
722
$4.14M 0.01%
72,225
+12,704
723
$4.13M 0.01%
91,696
+28,659
724
$4.12M 0.01%
50,283
+1,237
725
$4.06M 0.01%
111,674
+6,374
27 28
29
30 31