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
1451
$422K ﹤0.01%
7,500
1452
$419K ﹤0.01%
8,222
1453
$419K ﹤0.01%
14,080
-811
1454
$417K ﹤0.01%
1,976
-794
1455
$416K ﹤0.01%
1,922
-313
1456
$415K ﹤0.01%
850
+359
1457
$415K ﹤0.01%
14,310
-2,100
1458
$413K ﹤0.01%
4,509
+250
1459
$412K ﹤0.01%
7,018
-238
1460
$412K ﹤0.01%
6,180
+500
1461
$408K ﹤0.01%
9,624
+3,271
1462
$407K ﹤0.01%
+69,085
1463
$407K ﹤0.01%
54,744
-200
1464
$405K ﹤0.01%
3,994
+205
1465
$401K ﹤0.01%
2,199
+528
1466
$399K ﹤0.01%
167,705
-28,591
1467
$396K ﹤0.01%
3,405
+85
1468
$396K ﹤0.01%
1,361
-230
1469
$395K ﹤0.01%
7,240
-800
1470
$394K ﹤0.01%
13,847
+35
1471
$393K ﹤0.01%
18,237
+1,250
1472
$390K ﹤0.01%
4,429
+389
1473
$389K ﹤0.01%
8,928
-1,393
1474
$387K ﹤0.01%
+17,622
1475
$386K ﹤0.01%
2,288
57 58
59
60 61