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
1426
$450K ﹤0.01%
1,049
+1
1427
$450K ﹤0.01%
5,746
-4
1428
$448K ﹤0.01%
8,000
1429
$447K ﹤0.01%
3,286
+298
1430
$447K ﹤0.01%
+24,216
1431
$447K ﹤0.01%
1,448
-242
1432
$445K ﹤0.01%
17,949
+6,293
1433
$443K ﹤0.01%
316,609
+62,209
1434
$443K ﹤0.01%
2,300
+14
1435
$443K ﹤0.01%
6,536
+266
1436
$442K ﹤0.01%
202,897
-251,453
1437
$441K ﹤0.01%
22,075
-414
1438
$440K ﹤0.01%
2,271
+417
1439
$439K ﹤0.01%
6,822
+249
1440
$439K ﹤0.01%
54,680
+34,850
1441
$437K ﹤0.01%
2,214
+533
1442
$436K ﹤0.01%
8,119
-1,067
1443
$431K ﹤0.01%
14,213
-144
1444
$429K ﹤0.01%
4,554
-119
1445
$429K ﹤0.01%
1,132
+40
1446
$429K ﹤0.01%
7,097
1447
$427K ﹤0.01%
8,658
1448
$424K ﹤0.01%
+6,812
1449
$423K ﹤0.01%
+9,298
1450
$422K ﹤0.01%
3,001
+658
56 57
58
59 60