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
1026
$1.56M ﹤0.01%
15,171
-7,886
1027
$1.55M ﹤0.01%
40,801
+702
1028
$1.55M ﹤0.01%
+8,585
1029
$1.53M ﹤0.01%
277,385
+43,576
1030
$1.53M ﹤0.01%
92,125
+2,598
1031
$1.52M ﹤0.01%
21,209
+1,734
1032
$1.51M ﹤0.01%
26,044
-6,724
1033
$1.51M ﹤0.01%
8,358
+78
1034
$1.5M ﹤0.01%
154,592
+3,956
1035
$1.5M ﹤0.01%
5,520
+3,247
1036
$1.49M ﹤0.01%
44,542
+26,417
1037
$1.49M ﹤0.01%
52,566
+174
1038
$1.49M ﹤0.01%
+28,605
1039
$1.49M ﹤0.01%
26,747
-198
1040
$1.48M ﹤0.01%
65,258
+13,569
1041
$1.48M ﹤0.01%
19,795
+34
1042
$1.47M ﹤0.01%
33,525
+9,330
1043
$1.47M ﹤0.01%
+34,564
1044
$1.47M ﹤0.01%
69,582
+6,077
1045
$1.46M ﹤0.01%
15,015
+1,640
1046
$1.46M ﹤0.01%
11,696
-7,110
1047
$1.46M ﹤0.01%
2,928
-16,031
1048
$1.45M ﹤0.01%
22,810
-10,506
1049
$1.45M ﹤0.01%
326,035
1050
$1.44M ﹤0.01%
13,282
-732
40 41
42
43 44