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
1501
$350K ﹤0.01%
1,716
-91
1502
$347K ﹤0.01%
22,074
+2,074
1503
$347K ﹤0.01%
+30,400
1504
$347K ﹤0.01%
9,240
-1,000
1505
$346K ﹤0.01%
52,934
-295
1506
$346K ﹤0.01%
5,188
+993
1507
$345K ﹤0.01%
12,710
-75
1508
$343K ﹤0.01%
4,625
1509
$342K ﹤0.01%
14,110
-80,712
1510
$342K ﹤0.01%
19,960
-465
1511
$342K ﹤0.01%
209
1512
$342K ﹤0.01%
14,870
1513
$340K ﹤0.01%
1,943
1514
$338K ﹤0.01%
3,028
-46
1515
$337K ﹤0.01%
18,351
+5,206
1516
$336K ﹤0.01%
836
-13
1517
$335K ﹤0.01%
+24,049
1518
$334K ﹤0.01%
+17,000
1519
$334K ﹤0.01%
2,592
+243
1520
$334K ﹤0.01%
8,423
+437
1521
$332K ﹤0.01%
6,179
1522
$332K ﹤0.01%
6,603
-1,487
1523
$330K ﹤0.01%
10,242
-47,054
1524
$327K ﹤0.01%
6,346
+33
1525
$326K ﹤0.01%
4,500
59 60
61
62 63