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
1251
$751K ﹤0.01%
151,931
+3,175
1252
$750K ﹤0.01%
23,335
-6,644
1253
$748K ﹤0.01%
103,943
+74,379
1254
$748K ﹤0.01%
6,773
1255
$744K ﹤0.01%
57,611
+1,995
1256
$737K ﹤0.01%
62,656
+407
1257
$736K ﹤0.01%
24,365
-2,379
1258
$726K ﹤0.01%
5,519
-194
1259
$725K ﹤0.01%
+20,985
1260
$723K ﹤0.01%
116,099
+2,993
1261
$723K ﹤0.01%
7,064
-20,021
1262
$711K ﹤0.01%
28,140
-5,609
1263
$710K ﹤0.01%
+29,586
1264
$706K ﹤0.01%
17,624
+234
1265
$705K ﹤0.01%
15,258
+526
1266
$697K ﹤0.01%
9,481
-12,324
1267
$697K ﹤0.01%
+7,559
1268
$697K ﹤0.01%
+36,811
1269
$694K ﹤0.01%
+58,159
1270
$694K ﹤0.01%
68,287
-3,600
1271
$691K ﹤0.01%
29,014
1272
$691K ﹤0.01%
42,259
-4,669
1273
$688K ﹤0.01%
86,241
-1,320
1274
$688K ﹤0.01%
7,964
-733
1275
$688K ﹤0.01%
8,680
+142
49 50
51
52 53