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
1351
$553K ﹤0.01%
1,741
+121
1352
$552K ﹤0.01%
10,228
-200
1353
$548K ﹤0.01%
+16,008
1354
$545K ﹤0.01%
1,716
1355
$544K ﹤0.01%
9,269
-87
1356
$543K ﹤0.01%
4,225
-71
1357
$538K ﹤0.01%
14,000
+6,263
1358
$537K ﹤0.01%
8,092
+69
1359
$536K ﹤0.01%
4,171
+783
1360
$536K ﹤0.01%
73,433
+8,251
1361
$536K ﹤0.01%
5,088
1362
$534K ﹤0.01%
12,208
-47
1363
$533K ﹤0.01%
+9,009
1364
$529K ﹤0.01%
2,067
+80
1365
$526K ﹤0.01%
3,415
+419
1366
$520K ﹤0.01%
28,213
+8,762
1367
$519K ﹤0.01%
24,025
+707
1368
$517K ﹤0.01%
4,819
-262
1369
$514K ﹤0.01%
10,808
-410
1370
$514K ﹤0.01%
52,143
+876
1371
$514K ﹤0.01%
7,749
1372
$508K ﹤0.01%
3,612
-36
1373
$506K ﹤0.01%
4,115
-19
1374
$504K ﹤0.01%
50,383
+3,348
1375
$504K ﹤0.01%
22,529
53 54
55
56 57