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
1376
$503K ﹤0.01%
+10,135
1377
$502K ﹤0.01%
8,286
+510
1378
$502K ﹤0.01%
7,084
-43
1379
$502K ﹤0.01%
1,262
-1,032
1380
$501K ﹤0.01%
19,987
+6,250
1381
$501K ﹤0.01%
2,832
+399
1382
$498K ﹤0.01%
26,481
+934
1383
$497K ﹤0.01%
16,164
+120
1384
$497K ﹤0.01%
+28,119
1385
$495K ﹤0.01%
+5,267
1386
$495K ﹤0.01%
6,994
+1
1387
$494K ﹤0.01%
17,940
-93
1388
$494K ﹤0.01%
9,768
-42,046
1389
$491K ﹤0.01%
28,226
+527
1390
$490K ﹤0.01%
3,069
1391
$487K ﹤0.01%
4,421
-711
1392
$487K ﹤0.01%
19,542
+10,798
1393
$486K ﹤0.01%
20,381
+6,699
1394
$485K ﹤0.01%
51,346
+4,372
1395
$485K ﹤0.01%
5,638
-20
1396
$485K ﹤0.01%
20,367
+6,590
1397
$484K ﹤0.01%
9,525
-3,260
1398
$483K ﹤0.01%
11,616
+174
1399
$481K ﹤0.01%
9,551
-446
1400
$480K ﹤0.01%
48,151
+4,557
54 55
56
57 58