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
1551
$301K ﹤0.01%
+63,850
1552
$299K ﹤0.01%
6,617
+435
1553
$297K ﹤0.01%
66,482
+34,901
1554
$296K ﹤0.01%
2,798
-68,878
1555
$295K ﹤0.01%
25,659
+3,910
1556
$294K ﹤0.01%
+2,419
1557
$294K ﹤0.01%
4,805
-1,209
1558
$294K ﹤0.01%
1,480
1559
$293K ﹤0.01%
8,119
+1,217
1560
$293K ﹤0.01%
11,150
1561
$292K ﹤0.01%
7,648
-386
1562
$291K ﹤0.01%
+19,450
1563
$290K ﹤0.01%
6,696
+7
1564
$289K ﹤0.01%
4,093
+336
1565
$288K ﹤0.01%
6,567
-8,972
1566
$288K ﹤0.01%
10,567
-4,008
1567
$287K ﹤0.01%
1,935
-3
1568
$287K ﹤0.01%
3,883
-3,028
1569
$286K ﹤0.01%
4,802
+482
1570
$286K ﹤0.01%
14,792
-1,239
1571
$284K ﹤0.01%
5,820
+550
1572
$281K ﹤0.01%
23,529
+2,594
1573
$281K ﹤0.01%
2,731
-9,248
1574
$281K ﹤0.01%
9,999
1575
$281K ﹤0.01%
+5,396
61 62
63
64 65