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
1626
$240K ﹤0.01%
+684
1627
$238K ﹤0.01%
24,563
1628
$235K ﹤0.01%
50,072
+796
1629
$233K ﹤0.01%
8,322
1630
$233K ﹤0.01%
9,800
+1,000
1631
$232K ﹤0.01%
3,584
+309
1632
$231K ﹤0.01%
563
-16,872
1633
$231K ﹤0.01%
4,226
-120
1634
$231K ﹤0.01%
2,415
-168
1635
$229K ﹤0.01%
357,400
1636
$228K ﹤0.01%
2,458
-283
1637
$227K ﹤0.01%
4,386
1638
$227K ﹤0.01%
+5,219
1639
$226K ﹤0.01%
5,233
1640
$226K ﹤0.01%
3,427
-63
1641
$225K ﹤0.01%
4,700
1642
$224K ﹤0.01%
2,096
-45
1643
$224K ﹤0.01%
+3,058
1644
$223K ﹤0.01%
4,870
-492
1645
$223K ﹤0.01%
+21,359
1646
$222K ﹤0.01%
+11,428
1647
$221K ﹤0.01%
+4,200
1648
$220K ﹤0.01%
2,066
-4,536
1649
$219K ﹤0.01%
+5,807
1650
$217K ﹤0.01%
+5,933
64 65
66
67 68