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
1151
$1.04M ﹤0.01%
13,554
-598
1152
$1.03M ﹤0.01%
9,626
1153
$1.03M ﹤0.01%
4,549
+2,278
1154
$1.02M ﹤0.01%
6,645
+1,070
1155
$1.02M ﹤0.01%
27,537
+201
1156
$1.01M ﹤0.01%
15,694
-202
1157
$1.01M ﹤0.01%
17,401
+140
1158
$1.01M ﹤0.01%
14,659
-85,057
1159
$995K ﹤0.01%
184,972
+4,827
1160
$989K ﹤0.01%
10,651
-2,428
1161
$988K ﹤0.01%
3,725
-363
1162
$987K ﹤0.01%
113,110
-11,515
1163
$986K ﹤0.01%
14,805
-8,896
1164
$984K ﹤0.01%
10,529
+66
1165
$974K ﹤0.01%
3,936
-5,331
1166
$970K ﹤0.01%
21,374
+60
1167
$956K ﹤0.01%
24,255
+6,908
1168
$956K ﹤0.01%
6,571
-5,163
1169
$952K ﹤0.01%
38,792
-3,886
1170
$952K ﹤0.01%
32,617
-60
1171
$949K ﹤0.01%
139,899
-5,924
1172
$947K ﹤0.01%
15,970
-606
1173
$944K ﹤0.01%
26,028
-193,566
1174
$943K ﹤0.01%
26,581
+68
1175
$942K ﹤0.01%
30,058
+255
45 46
47
48 49