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
851
$2.78M 0.01%
214,900
-3,113
852
$2.75M 0.01%
27,661
-5,857
853
$2.74M 0.01%
180,693
854
$2.74M 0.01%
247,247
-16,540
855
$2.72M 0.01%
29,155
+1,859
856
$2.72M 0.01%
184,221
-372,665
857
$2.7M 0.01%
194,901
-20,456
858
$2.69M 0.01%
14,552
+710
859
$2.68M 0.01%
25,299
+2,126
860
$2.67M 0.01%
322,220
-40,355
861
$2.67M 0.01%
141,628
+49,739
862
$2.67M 0.01%
17,924
+4,405
863
$2.67M 0.01%
52,248
-6,836
864
$2.65M 0.01%
55,429
+958
865
$2.65M 0.01%
13,435
+1,121
866
$2.62M 0.01%
9,608
-443
867
$2.62M 0.01%
35,101
+446
868
$2.62M 0.01%
42,722
-124
869
$2.61M 0.01%
43,028
-871
870
$2.59M 0.01%
334,890
+72,541
871
$2.58M 0.01%
15,960
+4,840
872
$2.57M 0.01%
8,565
+251
873
$2.57M 0.01%
25,543
+8,926
874
$2.57M 0.01%
71,942
+59,208
875
$2.56M 0.01%
12,173
-248
33 34
35
36 37