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
1476
$386K ﹤0.01%
6,775
+930
1477
$385K ﹤0.01%
8,113
-3,913
1478
$383K ﹤0.01%
16,231
+3,550
1479
$382K ﹤0.01%
8,921
-1,995
1480
$381K ﹤0.01%
2,181
-338
1481
$381K ﹤0.01%
+5,001
1482
$380K ﹤0.01%
21,432
-1,453
1483
$379K ﹤0.01%
9,850
-1,950
1484
$377K ﹤0.01%
+2,421
1485
$377K ﹤0.01%
8,486
-12
1486
$373K ﹤0.01%
2,900
-2,300
1487
$371K ﹤0.01%
4,712
-1,976
1488
$369K ﹤0.01%
+2,656
1489
$368K ﹤0.01%
2,770
-61
1490
$367K ﹤0.01%
3,279
-64
1491
$366K ﹤0.01%
+5,295
1492
$366K ﹤0.01%
4,726
-89
1493
$365K ﹤0.01%
13,202
+100
1494
$364K ﹤0.01%
45
1495
$360K ﹤0.01%
25,187
-1,434
1496
$358K ﹤0.01%
10,411
+1,739
1497
$356K ﹤0.01%
7,025
1498
$356K ﹤0.01%
13,201
1499
$353K ﹤0.01%
8,753
-27,722
1500
$351K ﹤0.01%
10,195
-305
58 59
60
61 62