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
76
$134M 0.28%
651,856
-3,970
77
$132M 0.28%
245,228
-29,414
78
$131M 0.27%
486,494
+10,559
79
$130M 0.27%
1,048,525
+6,151
80
$125M 0.26%
310,444
-24,395
81
$125M 0.26%
281,601
+8,200
82
$125M 0.26%
500,389
-1,972
83
$124M 0.26%
2,277,485
+16,079
84
$120M 0.25%
977,810
+15,930
85
$120M 0.25%
206,469
+1,796
86
$120M 0.25%
344,196
-3,060
87
$118M 0.25%
339,285
-27,377
88
$116M 0.24%
683,740
-55,953
89
$115M 0.24%
896,012
+42,733
90
$113M 0.24%
265,228
+13,187
91
$113M 0.24%
636,442
-534
92
$112M 0.23%
312,209
-526
93
$110M 0.23%
1,138,541
-8,848
94
$110M 0.23%
600,574
-20,883
95
$109M 0.23%
323,229
-98,172
96
$108M 0.23%
424,125
-7,444
97
$108M 0.23%
160,128
+2,680
98
$108M 0.23%
1,351,733
-69,579
99
$106M 0.22%
457,993
-4,076
100
$106M 0.22%
109,212
+2,011
2 3
4
5 6