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
901
$2.35M ﹤0.01%
28,397
-69
902
$2.34M ﹤0.01%
35,647
+3,452
903
$2.33M ﹤0.01%
17,719
-50
904
$2.33M ﹤0.01%
59,626
-178,304
905
$2.32M ﹤0.01%
36,084
906
$2.32M ﹤0.01%
25,582
-2,489
907
$2.32M ﹤0.01%
266,618
+11,184
908
$2.31M ﹤0.01%
45,442
+20,288
909
$2.31M ﹤0.01%
101,445
-24,196
910
$2.3M ﹤0.01%
43,034
911
$2.29M ﹤0.01%
137,608
+2,285
912
$2.28M ﹤0.01%
24,047
+7,971
913
$2.27M ﹤0.01%
5,467
+3,300
914
$2.27M ﹤0.01%
50,486
+20,592
915
$2.26M ﹤0.01%
45,717
+27
916
$2.24M ﹤0.01%
63,520
+915
917
$2.24M ﹤0.01%
1,834
+156
918
$2.23M ﹤0.01%
172,163
-20,351
919
$2.23M ﹤0.01%
52,027
+2,888
920
$2.23M ﹤0.01%
270,061
-2,790
921
$2.2M ﹤0.01%
25,484
+65
922
$2.2M ﹤0.01%
164,062
923
$2.19M ﹤0.01%
24,415
+4,318
924
$2.19M ﹤0.01%
16,237
-256
925
$2.19M ﹤0.01%
40,385
+12,177
35 36
37
38 39