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
1176
$940K ﹤0.01%
30,826
-295
1177
$940K ﹤0.01%
77,909
+11,452
1178
$930K ﹤0.01%
34,447
+8,247
1179
$929K ﹤0.01%
34,300
+600
1180
$928K ﹤0.01%
24,127
-94
1181
$925K ﹤0.01%
44,633
+5,922
1182
$922K ﹤0.01%
16,116
+1,466
1183
$921K ﹤0.01%
4,034
-126
1184
$904K ﹤0.01%
92,722
+1,450
1185
$897K ﹤0.01%
30,098
+1,655
1186
$892K ﹤0.01%
48,729
+1,085
1187
$891K ﹤0.01%
44,383
+992
1188
$888K ﹤0.01%
+15,722
1189
$887K ﹤0.01%
125,062
-29
1190
$886K ﹤0.01%
16,790
-310
1191
$880K ﹤0.01%
13,246
+1,335
1192
$879K ﹤0.01%
3,233
+57
1193
$876K ﹤0.01%
10,170
+48
1194
$876K ﹤0.01%
26,574
+1,058
1195
$874K ﹤0.01%
45,052
-2,000
1196
$873K ﹤0.01%
35,511
-5,956
1197
$868K ﹤0.01%
71,463
-21,346
1198
$866K ﹤0.01%
21,499
+311
1199
$866K ﹤0.01%
13,448
-852
1200
$865K ﹤0.01%
14,477
+1,515
46 47
48
49 50