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
1276
$685K ﹤0.01%
6,087
-466
1277
$685K ﹤0.01%
14,512
-3,045
1278
$684K ﹤0.01%
11,000
1279
$682K ﹤0.01%
11,309
-468
1280
$680K ﹤0.01%
83,522
1281
$676K ﹤0.01%
38,089
+2,259
1282
$672K ﹤0.01%
7,752
-1,023
1283
$672K ﹤0.01%
16,671
+300
1284
$670K ﹤0.01%
27,230
-41,680
1285
$668K ﹤0.01%
40,799
+19,393
1286
$667K ﹤0.01%
+18,248
1287
$666K ﹤0.01%
9,395
+3,644
1288
$666K ﹤0.01%
5,528
+99
1289
$664K ﹤0.01%
9,135
+5,950
1290
$663K ﹤0.01%
10,221
+3,311
1291
$662K ﹤0.01%
15,924
1292
$662K ﹤0.01%
5,762
-59,629
1293
$655K ﹤0.01%
9,903
1294
$655K ﹤0.01%
2,584
+147
1295
$654K ﹤0.01%
14,822
-436
1296
$654K ﹤0.01%
51,143
-53
1297
$651K ﹤0.01%
38,772
+1,054
1298
$650K ﹤0.01%
4,428
+16
1299
$649K ﹤0.01%
31,378
-918
1300
$641K ﹤0.01%
91,162
+20,387
50 51
52
53 54