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
876
$2.56M 0.01%
47,493
+4,635
877
$2.54M 0.01%
36,510
-1,024
878
$2.52M 0.01%
23,383
+3,640
879
$2.51M 0.01%
43,991
-3,853
880
$2.5M 0.01%
4,329
-66
881
$2.5M 0.01%
26,006
+107
882
$2.5M 0.01%
37,134
+14,048
883
$2.48M 0.01%
32,841
-722
884
$2.47M 0.01%
27,211
-10,026
885
$2.46M 0.01%
87,101
+3,562
886
$2.46M 0.01%
19,356
-12,219
887
$2.46M 0.01%
47,707
+2,837
888
$2.46M 0.01%
42,561
-1,887
889
$2.43M 0.01%
9,350
+683
890
$2.43M 0.01%
49,490
-9,004
891
$2.42M 0.01%
+20,191
892
$2.41M 0.01%
381,200
-12,910
893
$2.41M 0.01%
38,885
+388
894
$2.4M 0.01%
1,923
-5,934
895
$2.39M 0.01%
69,624
-2,855
896
$2.39M 0.01%
24,061
-1,260
897
$2.37M 0.01%
154,557
+5,319
898
$2.36M 0.01%
48,330
+110
899
$2.36M ﹤0.01%
30,675
-344
900
$2.35M ﹤0.01%
117,273
+5,160
34 35
36
37 38