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
976
$1.85M ﹤0.01%
38,774
+1,039
977
$1.85M ﹤0.01%
54,351
+21,146
978
$1.85M ﹤0.01%
58,263
+16,151
979
$1.84M ﹤0.01%
29,691
-9,374
980
$1.84M ﹤0.01%
35,775
+49
981
$1.84M ﹤0.01%
166,846
+32,067
982
$1.84M ﹤0.01%
13,138
-772
983
$1.83M ﹤0.01%
34,075
+1,049
984
$1.82M ﹤0.01%
38,117
-844
985
$1.82M ﹤0.01%
38,078
-621
986
$1.81M ﹤0.01%
35,800
+6,134
987
$1.8M ﹤0.01%
56,682
+31,746
988
$1.8M ﹤0.01%
42,827
+4,960
989
$1.77M ﹤0.01%
17,700
-86,025
990
$1.74M ﹤0.01%
28,796
+4,263
991
$1.74M ﹤0.01%
77,476
+3,080
992
$1.73M ﹤0.01%
33,166
+15,332
993
$1.72M ﹤0.01%
15,032
-407
994
$1.71M ﹤0.01%
24,372
+3,058
995
$1.71M ﹤0.01%
36,049
+2,820
996
$1.7M ﹤0.01%
8,103
+1,259
997
$1.69M ﹤0.01%
58,068
+5,753
998
$1.69M ﹤0.01%
57,961
-2,614
999
$1.69M ﹤0.01%
+217,447
1000
$1.68M ﹤0.01%
34,094
-1,928
38 39
40
41 42