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
1051
$1.42M ﹤0.01%
40,841
+31,047
1052
$1.42M ﹤0.01%
10,646
+1,400
1053
$1.42M ﹤0.01%
16,746
-661
1054
$1.42M ﹤0.01%
58,738
-997
1055
$1.41M ﹤0.01%
8,912
+778
1056
$1.41M ﹤0.01%
39,946
+961
1057
$1.4M ﹤0.01%
23,211
-3,414
1058
$1.39M ﹤0.01%
12,472
-11,434
1059
$1.39M ﹤0.01%
72,395
-24,756
1060
$1.39M ﹤0.01%
15,648
-68,238
1061
$1.38M ﹤0.01%
51,416
+25,205
1062
$1.37M ﹤0.01%
7,303
-100
1063
$1.37M ﹤0.01%
13,062
+3,857
1064
$1.36M ﹤0.01%
53,004
-22,725
1065
$1.35M ﹤0.01%
16,340
+192
1066
$1.34M ﹤0.01%
10,920
+6,294
1067
$1.34M ﹤0.01%
24,054
+8,876
1068
$1.34M ﹤0.01%
+84,928
1069
$1.34M ﹤0.01%
18,751
-40,290
1070
$1.32M ﹤0.01%
179,589
+163
1071
$1.32M ﹤0.01%
68,436
-16,756
1072
$1.31M ﹤0.01%
92,348
-8,588
1073
$1.31M ﹤0.01%
27,992
+2,409
1074
$1.31M ﹤0.01%
59,019
-408
1075
$1.31M ﹤0.01%
176,497
+458
41 42
43
44 45