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
926
$2.17M ﹤0.01%
28,465
-6,515
927
$2.16M ﹤0.01%
50,472
928
$2.15M ﹤0.01%
7,841
+145
929
$2.15M ﹤0.01%
101,225
-200
930
$2.14M ﹤0.01%
8,502
+6,803
931
$2.14M ﹤0.01%
+24,795
932
$2.13M ﹤0.01%
66,052
-21,866
933
$2.13M ﹤0.01%
39,152
+1,879
934
$2.12M ﹤0.01%
27,389
-635
935
$2.11M ﹤0.01%
39,101
+1,089
936
$2.1M ﹤0.01%
13,647
+1,580
937
$2.1M ﹤0.01%
51,536
-1,367
938
$2.09M ﹤0.01%
52,623
+880
939
$2.09M ﹤0.01%
17,394
-966
940
$2.05M ﹤0.01%
27,250
+1,004
941
$2.05M ﹤0.01%
46,427
+1,190
942
$2.05M ﹤0.01%
51,739
-78,971
943
$2.05M ﹤0.01%
20,891
+8,005
944
$2.05M ﹤0.01%
25,824
-67,128
945
$2.04M ﹤0.01%
60,879
-205,930
946
$2.04M ﹤0.01%
35,960
+72
947
$2.04M ﹤0.01%
4,316
+57
948
$2.04M ﹤0.01%
32,249
+21,181
949
$2.03M ﹤0.01%
34,042
-2,395
950
$2.02M ﹤0.01%
96,484
-21,821
36 37
38
39 40