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
826
$3.02M 0.01%
37,020
+2,616
827
$3.01M 0.01%
67,822
+46,359
828
$3.01M 0.01%
27,348
-1,573
829
$3.01M 0.01%
+69,715
830
$3M 0.01%
92,552
+15,215
831
$3M 0.01%
26,714
+5,659
832
$2.98M 0.01%
22,393
-59,362
833
$2.95M 0.01%
37,451
+1,533
834
$2.94M 0.01%
62,434
+47,375
835
$2.92M 0.01%
68,619
+4,180
836
$2.92M 0.01%
8,730
-41
837
$2.9M 0.01%
471,588
+59,594
838
$2.88M 0.01%
+12,755
839
$2.88M 0.01%
28,115
+1,123
840
$2.87M 0.01%
19,307
-254
841
$2.86M 0.01%
42,472
+2,900
842
$2.86M 0.01%
25,315
-6,000
843
$2.85M 0.01%
4,435
+3,146
844
$2.82M 0.01%
34,520
+5,083
845
$2.81M 0.01%
55,656
-66,038
846
$2.8M 0.01%
38,258
+1,451
847
$2.8M 0.01%
21,329
-464
848
$2.79M 0.01%
19,398
+973
849
$2.78M 0.01%
27,801
+82
850
$2.78M 0.01%
81,612
+5,278
32 33
34
35 36