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
1601
$263K ﹤0.01%
6,228
-3,584
1602
$263K ﹤0.01%
+14,977
1603
$262K ﹤0.01%
7,027
+550
1604
$261K ﹤0.01%
35,197
+6,002
1605
$259K ﹤0.01%
+10,916
1606
$258K ﹤0.01%
9,500
1607
$257K ﹤0.01%
64,940
+749
1608
$257K ﹤0.01%
4,298
+25
1609
$256K ﹤0.01%
5,855
-5,738
1610
$255K ﹤0.01%
5,327
-154,580
1611
$255K ﹤0.01%
7,242
+1,042
1612
$254K ﹤0.01%
5,939
-942
1613
$252K ﹤0.01%
+4,729
1614
$251K ﹤0.01%
4,449
-295
1615
$251K ﹤0.01%
6,452
+107
1616
$249K ﹤0.01%
+1,942
1617
$246K ﹤0.01%
6,920
+203
1618
$246K ﹤0.01%
3,839
1619
$246K ﹤0.01%
4,760
1620
$246K ﹤0.01%
22,645
+6,305
1621
$245K ﹤0.01%
3,251
+101
1622
$244K ﹤0.01%
4,216
-425
1623
$241K ﹤0.01%
5,581
1624
$241K ﹤0.01%
3,136
1625
$240K ﹤0.01%
18,589
63 64
65
66 67