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
1526
$325K ﹤0.01%
4,549
-411
1527
$325K ﹤0.01%
+5,327
1528
$325K ﹤0.01%
+2,601
1529
$322K ﹤0.01%
19,550
+7,050
1530
$322K ﹤0.01%
40,794
1531
$322K ﹤0.01%
6,658
+333
1532
$320K ﹤0.01%
3,342
1533
$318K ﹤0.01%
19,483
+6,380
1534
$318K ﹤0.01%
14,394
-555
1535
$316K ﹤0.01%
6,158
-212
1536
$316K ﹤0.01%
19,045
-170
1537
$315K ﹤0.01%
7,610
+448
1538
$315K ﹤0.01%
5,518
+378
1539
$314K ﹤0.01%
10,926
+935
1540
$313K ﹤0.01%
+2,437
1541
$309K ﹤0.01%
5,661
-1
1542
$308K ﹤0.01%
11,658
-263
1543
$308K ﹤0.01%
4,695
+1,295
1544
$305K ﹤0.01%
11,758
-4,284
1545
$305K ﹤0.01%
3,900
+102
1546
$304K ﹤0.01%
+2,905
1547
$302K ﹤0.01%
10,567
+613
1548
$302K ﹤0.01%
14,601
+2,724
1549
$302K ﹤0.01%
+15,828
1550
$301K ﹤0.01%
18,686
+4,264
60 61
62
63 64