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
951
$2.02M ﹤0.01%
20,048
-8,168
952
$2.02M ﹤0.01%
6,458
-28,032
953
$2.02M ﹤0.01%
+29,575
954
$2.01M ﹤0.01%
18,565
-795
955
$2.01M ﹤0.01%
90,850
+1,809
956
$2M ﹤0.01%
79,071
-138,600
957
$2M ﹤0.01%
17,393
-7,428
958
$1.97M ﹤0.01%
20,107
+905
959
$1.97M ﹤0.01%
128,480
+28,362
960
$1.96M ﹤0.01%
220,135
+27,570
961
$1.94M ﹤0.01%
68,038
+1,890
962
$1.93M ﹤0.01%
91,521
+318
963
$1.91M ﹤0.01%
12,421
+6,621
964
$1.91M ﹤0.01%
27,708
+5,385
965
$1.9M ﹤0.01%
22,045
+15,636
966
$1.89M ﹤0.01%
39,805
-1,212
967
$1.88M ﹤0.01%
20,253
+1,330
968
$1.87M ﹤0.01%
77,768
-173,902
969
$1.87M ﹤0.01%
13,854
-91
970
$1.86M ﹤0.01%
46,928
+1,146
971
$1.86M ﹤0.01%
18,462
-346
972
$1.86M ﹤0.01%
39,961
+2,268
973
$1.86M ﹤0.01%
113,364
+3,737
974
$1.85M ﹤0.01%
30,731
+3,115
975
$1.85M ﹤0.01%
53,266
+1,775
37 38
39
40 41