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
751
$3.8M 0.01%
30,100
+6,093
752
$3.79M 0.01%
179,235
+20,385
753
$3.79M 0.01%
223,852
+15,818
754
$3.78M 0.01%
37,563
-8,014
755
$3.74M 0.01%
129,126
-5,655
756
$3.74M 0.01%
100,501
+5,906
757
$3.72M 0.01%
107,808
-48,249
758
$3.71M 0.01%
+83,638
759
$3.7M 0.01%
22,224
+2,778
760
$3.7M 0.01%
22,445
-2,551
761
$3.7M 0.01%
60,819
-1,479
762
$3.67M 0.01%
36,108
-1,558
763
$3.66M 0.01%
315,034
+152,025
764
$3.66M 0.01%
542,854
+135,867
765
$3.65M 0.01%
29,237
+5,927
766
$3.64M 0.01%
156,842
+81,583
767
$3.64M 0.01%
34,974
+3,344
768
$3.63M 0.01%
446,528
+13,444
769
$3.63M 0.01%
186,128
-164,506
770
$3.62M 0.01%
21,000
+721
771
$3.61M 0.01%
185,750
+10,390
772
$3.59M 0.01%
12,520
-93
773
$3.59M 0.01%
194,105
-22,482
774
$3.58M 0.01%
43,134
-8,463
775
$3.58M 0.01%
76,106
-5,884
29 30
31
32 33