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
1301
$641K ﹤0.01%
38,467
1302
$639K ﹤0.01%
5,139
-11
1303
$636K ﹤0.01%
5,632
-82
1304
$631K ﹤0.01%
3,276
+48
1305
$631K ﹤0.01%
18,027
+7,068
1306
$631K ﹤0.01%
136,561
+16,000
1307
$628K ﹤0.01%
9,491
+986
1308
$627K ﹤0.01%
12,775
-204
1309
$623K ﹤0.01%
27,380
-1,723
1310
$622K ﹤0.01%
8,226
+339
1311
$622K ﹤0.01%
17,346
-9,115
1312
$618K ﹤0.01%
+30,965
1313
$617K ﹤0.01%
+21,351
1314
$616K ﹤0.01%
6,629
-2,780
1315
$613K ﹤0.01%
90,505
+157
1316
$610K ﹤0.01%
5,224
+3,345
1317
$609K ﹤0.01%
31,560
-322
1318
$609K ﹤0.01%
34,997
-1,081
1319
$605K ﹤0.01%
12,116
+342
1320
$604K ﹤0.01%
17,427
+503
1321
$604K ﹤0.01%
+15,834
1322
$604K ﹤0.01%
32,208
+13,305
1323
$597K ﹤0.01%
48,784
+1,505
1324
$596K ﹤0.01%
7,578
+377
1325
$595K ﹤0.01%
14,079
+4,183
51 52
53
54 55