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
1651
$217K ﹤0.01%
+5,592
1652
$216K ﹤0.01%
45,335
+1,067
1653
$216K ﹤0.01%
9,452
-27
1654
$215K ﹤0.01%
4,636
1655
$214K ﹤0.01%
+5,304
1656
$214K ﹤0.01%
+5,803
1657
$213K ﹤0.01%
2,089
-360
1658
$213K ﹤0.01%
+6,152
1659
$213K ﹤0.01%
+3,620
1660
$212K ﹤0.01%
+8,737
1661
$212K ﹤0.01%
18,515
-437
1662
$211K ﹤0.01%
1,673
-300
1663
$211K ﹤0.01%
+4,867
1664
$211K ﹤0.01%
12,689
-11,142
1665
$210K ﹤0.01%
+1,362
1666
$210K ﹤0.01%
5,100
+606
1667
$208K ﹤0.01%
+22,739
1668
$207K ﹤0.01%
+1,335
1669
$206K ﹤0.01%
13,050
1670
$206K ﹤0.01%
+4,156
1671
$205K ﹤0.01%
3,049
-466
1672
$204K ﹤0.01%
+8,200
1673
$204K ﹤0.01%
6,148
+319
1674
$204K ﹤0.01%
2,019
-42,231
1675
$204K ﹤0.01%
1,916
-3,205
65 66
67
68 69