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
1001
$1.68M ﹤0.01%
119,984
+3,627
1002
$1.68M ﹤0.01%
82,082
+4,074
1003
$1.68M ﹤0.01%
40,723
-12,224
1004
$1.65M ﹤0.01%
63,135
+6,000
1005
$1.65M ﹤0.01%
5,409
+61
1006
$1.65M ﹤0.01%
32,533
+5,520
1007
$1.64M ﹤0.01%
155,176
+10,508
1008
$1.64M ﹤0.01%
9,794
+443
1009
$1.64M ﹤0.01%
9,980
+671
1010
$1.63M ﹤0.01%
21,396
+1,030
1011
$1.62M ﹤0.01%
+9,115
1012
$1.62M ﹤0.01%
46,349
+671
1013
$1.61M ﹤0.01%
54,631
+17,460
1014
$1.61M ﹤0.01%
12,358
+197
1015
$1.61M ﹤0.01%
65,686
+8,960
1016
$1.6M ﹤0.01%
+77,248
1017
$1.6M ﹤0.01%
30,403
+806
1018
$1.59M ﹤0.01%
43,032
-1,665
1019
$1.58M ﹤0.01%
20,286
-85,239
1020
$1.58M ﹤0.01%
+57,519
1021
$1.58M ﹤0.01%
216,713
+9,113
1022
$1.57M ﹤0.01%
77,403
+10,472
1023
$1.57M ﹤0.01%
23,476
+4,177
1024
$1.57M ﹤0.01%
99,172
-123,484
1025
$1.56M ﹤0.01%
26,547
+630
39 40
41
42 43