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
1576
$280K ﹤0.01%
12,753
-11,099
1577
$279K ﹤0.01%
+2,610
1578
$278K ﹤0.01%
4,866
-550
1579
$276K ﹤0.01%
5,928
+766
1580
$275K ﹤0.01%
11,296
1581
$274K ﹤0.01%
3,542
-64
1582
$274K ﹤0.01%
+13,750
1583
$273K ﹤0.01%
5,266
-352
1584
$273K ﹤0.01%
3,214
1585
$273K ﹤0.01%
10,728
+1,800
1586
$272K ﹤0.01%
+1,088
1587
$271K ﹤0.01%
+5,054
1588
$271K ﹤0.01%
31,886
+11,435
1589
$270K ﹤0.01%
5,469
-93
1590
$270K ﹤0.01%
19,335
-2,761
1591
$270K ﹤0.01%
10,661
1592
$270K ﹤0.01%
3,295
-368
1593
$270K ﹤0.01%
431
+5
1594
$270K ﹤0.01%
13,000
1595
$269K ﹤0.01%
10,664
1596
$268K ﹤0.01%
10,664
1597
$268K ﹤0.01%
18,715
-14,982
1598
$267K ﹤0.01%
12,260
-1,341
1599
$267K ﹤0.01%
7,285
-23
1600
$266K ﹤0.01%
+7,347
62 63
64
65 66