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
1201
$861K ﹤0.01%
+13,833
1202
$857K ﹤0.01%
70,903
+7,994
1203
$854K ﹤0.01%
6,343
-198
1204
$853K ﹤0.01%
36,792
-1,979
1205
$849K ﹤0.01%
8,085
+4,735
1206
$848K ﹤0.01%
29,752
-3,392
1207
$846K ﹤0.01%
26,091
+9,931
1208
$844K ﹤0.01%
21,865
-306
1209
$844K ﹤0.01%
35,558
+4,209
1210
$844K ﹤0.01%
5,413
+96
1211
$831K ﹤0.01%
10,752
+220
1212
$830K ﹤0.01%
8,251
+2,786
1213
$830K ﹤0.01%
80,182
+6,718
1214
$827K ﹤0.01%
8,154
-518
1215
$826K ﹤0.01%
29,443
1216
$822K ﹤0.01%
16,589
-1,489
1217
$821K ﹤0.01%
+29,412
1218
$821K ﹤0.01%
83,894
+11,376
1219
$818K ﹤0.01%
5,576
+63
1220
$817K ﹤0.01%
12,543
-489
1221
$817K ﹤0.01%
6,962
-386
1222
$812K ﹤0.01%
+32,221
1223
$809K ﹤0.01%
100,042
+89,078
1224
$803K ﹤0.01%
20,865
+100
1225
$802K ﹤0.01%
+31,421
47 48
49
50 51