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
776
$3.58M 0.01%
2,351
+1,689
777
$3.55M 0.01%
14,916
778
$3.55M 0.01%
32,729
+3,797
779
$3.54M 0.01%
36,913
-84,783
780
$3.54M 0.01%
37,177
+17,894
781
$3.54M 0.01%
41,133
-1,450
782
$3.53M 0.01%
19,521
+16,280
783
$3.53M 0.01%
36,158
+528
784
$3.51M 0.01%
30,294
+510
785
$3.5M 0.01%
89,311
+1,371
786
$3.5M 0.01%
172,286
-28,033
787
$3.47M 0.01%
128,299
-1,193
788
$3.47M 0.01%
482,325
+323,669
789
$3.44M 0.01%
10,241
+185
790
$3.42M 0.01%
433,131
+1,393
791
$3.42M 0.01%
159,358
+74,493
792
$3.41M 0.01%
56,634
-58,002
793
$3.41M 0.01%
115,104
-32,712
794
$3.4M 0.01%
39,975
-5,150
795
$3.39M 0.01%
35,492
+19,888
796
$3.38M 0.01%
64,116
-5,130
797
$3.37M 0.01%
171,342
+8,340
798
$3.37M 0.01%
47,533
-21,754
799
$3.36M 0.01%
70,170
-42,933
800
$3.36M 0.01%
87,400
-680
30 31
32
33 34