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
1326
$592K ﹤0.01%
1,496
+925
1327
$592K ﹤0.01%
6,830
-1,230
1328
$588K ﹤0.01%
23,795
-2,900
1329
$585K ﹤0.01%
26,144
+941
1330
$584K ﹤0.01%
14,224
+5,753
1331
$581K ﹤0.01%
3,950
-1,590
1332
$580K ﹤0.01%
14,573
+74
1333
$580K ﹤0.01%
168,474
+800
1334
$579K ﹤0.01%
16,727
+493
1335
$578K ﹤0.01%
15,081
-1,229
1336
$575K ﹤0.01%
2,445
1337
$574K ﹤0.01%
13,495
-12,511
1338
$572K ﹤0.01%
7,168
+45
1339
$570K ﹤0.01%
32,856
+7,419
1340
$569K ﹤0.01%
477
+1
1341
$568K ﹤0.01%
37,344
-215,530
1342
$568K ﹤0.01%
5,448
1343
$565K ﹤0.01%
46,796
+7,427
1344
$564K ﹤0.01%
5,014
1345
$561K ﹤0.01%
9,944
+2,339
1346
$561K ﹤0.01%
+13,923
1347
$557K ﹤0.01%
14,453
+685
1348
$555K ﹤0.01%
19,027
-737
1349
$554K ﹤0.01%
+33,829
1350
$554K ﹤0.01%
20,175
-6,880
52 53
54
55 56