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
726
$4.05M 0.01%
38,635
+2,300
727
$4.02M 0.01%
185,502
+11,437
728
$4.01M 0.01%
93,364
+801
729
$4.01M 0.01%
76,345
730
$3.99M 0.01%
52,879
+5,820
731
$3.96M 0.01%
44,338
+15,281
732
$3.96M 0.01%
162,240
+10,831
733
$3.96M 0.01%
80,471
+1,124
734
$3.96M 0.01%
715,397
+4,065
735
$3.95M 0.01%
43,023
-1,463
736
$3.95M 0.01%
23,456
-6,743
737
$3.95M 0.01%
57,371
+2,149
738
$3.93M 0.01%
71,525
+4,806
739
$3.93M 0.01%
20,687
-5,762
740
$3.9M 0.01%
55,246
-12,991
741
$3.89M 0.01%
35,213
-20,367
742
$3.89M 0.01%
43,721
-1,867
743
$3.87M 0.01%
50,443
+7,370
744
$3.87M 0.01%
33,229
+2,037
745
$3.86M 0.01%
44,696
-847
746
$3.85M 0.01%
549,431
+17,257
747
$3.85M 0.01%
88,871
+42,199
748
$3.84M 0.01%
59,639
-1,292
749
$3.83M 0.01%
17,014
-5,461
750
$3.82M 0.01%
52,310
+12,835
28 29
30
31 32