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
126
$86.6M 0.18%
492,657
-36,265
127
$85.9M 0.18%
202,005
-656
128
$85.6M 0.18%
465,503
-5,188
129
$85.3M 0.18%
1,010,661
+15,085
130
$85M 0.18%
317,723
-36,782
131
$84.6M 0.18%
427,439
+4,498
132
$84.2M 0.18%
2,004,478
-16,659
133
$84.2M 0.18%
484,376
-128
134
$83.3M 0.17%
1,973,655
-111,224
135
$83.2M 0.17%
307,736
-3,013
136
$82.9M 0.17%
388,808
-7,264
137
$80.8M 0.17%
1,320,397
-55,435
138
$80M 0.17%
855,846
-13,315
139
$79M 0.17%
467,098
+36,883
140
$77.3M 0.16%
792,956
-315,785
141
$76.9M 0.16%
475,938
-4,492
142
$76.6M 0.16%
220,527
-3,013
143
$74.9M 0.16%
1,480,381
-385,549
144
$74.5M 0.16%
601,990
+122,958
145
$73.7M 0.15%
649,735
+83,332
146
$73.7M 0.15%
158,710
+7,143
147
$73.7M 0.15%
428,230
+10,881
148
$72.1M 0.15%
397,580
+111,047
149
$71.6M 0.15%
327,581
-4,342
150
$71.5M 0.15%
418,917
+38,385
4 5
6
7 8