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
1126
$1.13M ﹤0.01%
1,845
-156
1127
$1.13M ﹤0.01%
11,041
-2,769
1128
$1.13M ﹤0.01%
16,473
-26,984
1129
$1.12M ﹤0.01%
31,011
+79
1130
$1.12M ﹤0.01%
44,732
+30,658
1131
$1.12M ﹤0.01%
11,088
-6,508
1132
$1.11M ﹤0.01%
135,636
+2,558
1133
$1.1M ﹤0.01%
26,997
+10,980
1134
$1.1M ﹤0.01%
42,099
+113
1135
$1.1M ﹤0.01%
1,429,202
-7,175
1136
$1.09M ﹤0.01%
128,527
-10,358
1137
$1.09M ﹤0.01%
29,747
1138
$1.09M ﹤0.01%
29,580
-965
1139
$1.09M ﹤0.01%
53,649
+1,158
1140
$1.09M ﹤0.01%
28,178
-81
1141
$1.09M ﹤0.01%
10,805
-62
1142
$1.09M ﹤0.01%
7,878
-66,043
1143
$1.08M ﹤0.01%
24,971
-6,200
1144
$1.08M ﹤0.01%
44,857
+1,060
1145
$1.08M ﹤0.01%
16,792
-441
1146
$1.06M ﹤0.01%
2,992
-19,167
1147
$1.06M ﹤0.01%
15,688
-463
1148
$1.05M ﹤0.01%
10,675
-46
1149
$1.05M ﹤0.01%
5,150
-395
1150
$1.05M ﹤0.01%
3,900
44 45
46
47 48