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
1076
$1.31M ﹤0.01%
35,372
-410
1077
$1.31M ﹤0.01%
33,036
-10
1078
$1.3M ﹤0.01%
14,318
-3,518
1079
$1.3M ﹤0.01%
34,612
+3,080
1080
$1.3M ﹤0.01%
+24,719
1081
$1.29M ﹤0.01%
+314,641
1082
$1.29M ﹤0.01%
18,045
-876
1083
$1.29M ﹤0.01%
70,969
+6,923
1084
$1.28M ﹤0.01%
28,803
-45,942
1085
$1.28M ﹤0.01%
23,202
-206
1086
$1.28M ﹤0.01%
23,976
+1,928
1087
$1.28M ﹤0.01%
18,904
-553
1088
$1.28M ﹤0.01%
57,889
+36,607
1089
$1.28M ﹤0.01%
26,903
+12,881
1090
$1.27M ﹤0.01%
96,364
-609
1091
$1.26M ﹤0.01%
41,094
-281
1092
$1.25M ﹤0.01%
32,010
1093
$1.25M ﹤0.01%
9,334
+475
1094
$1.24M ﹤0.01%
102,016
+11,131
1095
$1.24M ﹤0.01%
151,365
-1,932
1096
$1.24M ﹤0.01%
20,505
+1,383
1097
$1.24M ﹤0.01%
12,699
+942
1098
$1.23M ﹤0.01%
14,653
-1,490
1099
$1.23M ﹤0.01%
101,967
+2,078
1100
$1.22M ﹤0.01%
56,374
+5,899
42 43
44
45 46