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
1226
$800K ﹤0.01%
53,873
+11,648
1227
$795K ﹤0.01%
17,410
+4,000
1228
$795K ﹤0.01%
9,390
+370
1229
$793K ﹤0.01%
28,653
-2
1230
$791K ﹤0.01%
88,518
+3,228
1231
$790K ﹤0.01%
21,520
-391
1232
$790K ﹤0.01%
3,788
-12,924
1233
$785K ﹤0.01%
+8,801
1234
$779K ﹤0.01%
8,715
-15,211
1235
$778K ﹤0.01%
27,246
-1,271
1236
$777K ﹤0.01%
+17,116
1237
$776K ﹤0.01%
11,329
-7,823
1238
$776K ﹤0.01%
86,297
+5,638
1239
$775K ﹤0.01%
18,882
+1,114
1240
$772K ﹤0.01%
1,970
+171
1241
$772K ﹤0.01%
4,450
-206
1242
$770K ﹤0.01%
+21,510
1243
$769K ﹤0.01%
6,223
+300
1244
$768K ﹤0.01%
33,144
-23,500
1245
$762K ﹤0.01%
739,756
+115,084
1246
$759K ﹤0.01%
24,287
-179,306
1247
$759K ﹤0.01%
15,218
+345
1248
$759K ﹤0.01%
71,621
+7,784
1249
$756K ﹤0.01%
8,269
-1,852
1250
$754K ﹤0.01%
+14,870
48 49
50
51 52