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
1401
$479K ﹤0.01%
9,533
-300
1402
$478K ﹤0.01%
31,498
+4,500
1403
$474K ﹤0.01%
4,058
+245
1404
$472K ﹤0.01%
3,240
+36
1405
$472K ﹤0.01%
3,582
-62
1406
$472K ﹤0.01%
+9,789
1407
$470K ﹤0.01%
20,098
+8,236
1408
$469K ﹤0.01%
10,821
-122
1409
$467K ﹤0.01%
9,436
-1,920
1410
$465K ﹤0.01%
19,937
+8,201
1411
$465K ﹤0.01%
29,247
+1,295
1412
$465K ﹤0.01%
51,462
1413
$463K ﹤0.01%
2,232
+22
1414
$461K ﹤0.01%
6,541
+57
1415
$461K ﹤0.01%
55,628
+2,006
1416
$459K ﹤0.01%
+2,857
1417
$458K ﹤0.01%
2,553
1418
$458K ﹤0.01%
+32,443
1419
$458K ﹤0.01%
40,964
+2,463
1420
$458K ﹤0.01%
9,595
1421
$456K ﹤0.01%
9,500
1422
$453K ﹤0.01%
2,965
-5,711
1423
$452K ﹤0.01%
34,186
+3,000
1424
$452K ﹤0.01%
13,832
+213
1425
$451K ﹤0.01%
11,083
-116,715
55 56
57
58 59