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
1101
$1.22M ﹤0.01%
23,072
-1,928
1102
$1.21M ﹤0.01%
6,383
-493
1103
$1.2M ﹤0.01%
28,194
+1,000
1104
$1.2M ﹤0.01%
54,210
+33,023
1105
$1.2M ﹤0.01%
27,850
-8
1106
$1.2M ﹤0.01%
16,696
-786
1107
$1.2M ﹤0.01%
+45,979
1108
$1.19M ﹤0.01%
13,990
+8,006
1109
$1.18M ﹤0.01%
4,064
-26,241
1110
$1.18M ﹤0.01%
14,216
+6,611
1111
$1.18M ﹤0.01%
5,866
+331
1112
$1.17M ﹤0.01%
51,068
+1
1113
$1.17M ﹤0.01%
99,623
+64,272
1114
$1.16M ﹤0.01%
51,942
+942
1115
$1.16M ﹤0.01%
15,546
+191
1116
$1.16M ﹤0.01%
31,388
+5,739
1117
$1.16M ﹤0.01%
10,525
+305
1118
$1.16M ﹤0.01%
11,119
+204
1119
$1.16M ﹤0.01%
431,468
-44,216
1120
$1.15M ﹤0.01%
64,257
-20,300
1121
$1.14M ﹤0.01%
53,193
-320
1122
$1.14M ﹤0.01%
40,009
+1,741
1123
$1.14M ﹤0.01%
140,115
+10,612
1124
$1.14M ﹤0.01%
14,924
-1,955
1125
$1.14M ﹤0.01%
34,961
-955
43 44
45
46 47