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
801
$3.35M 0.01%
97,665
+3,996
802
$3.33M 0.01%
61,229
+11,693
803
$3.3M 0.01%
120,294
-26,260
804
$3.3M 0.01%
154,926
+10,810
805
$3.29M 0.01%
48,091
-32,087
806
$3.29M 0.01%
2,300,315
+619,369
807
$3.29M 0.01%
69,305
-3,086
808
$3.26M 0.01%
38,884
+3,842
809
$3.25M 0.01%
31,493
+50
810
$3.24M 0.01%
49,898
+272
811
$3.24M 0.01%
35,957
+28,104
812
$3.24M 0.01%
249,565
+15,562
813
$3.24M 0.01%
142,296
-1,174
814
$3.21M 0.01%
171,480
+1,053
815
$3.18M 0.01%
155,797
-12,216
816
$3.12M 0.01%
86,041
-16,656
817
$3.11M 0.01%
52,057
-28
818
$3.1M 0.01%
+57,295
819
$3.07M 0.01%
51,282
+7,610
820
$3.06M 0.01%
12,539
-378
821
$3.06M 0.01%
105,475
-16,275
822
$3.06M 0.01%
39,115
-5,078
823
$3.05M 0.01%
11,170
+240
824
$3.04M 0.01%
79,084
+310
825
$3.03M 0.01%
+36,918
31 32
33
34 35