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
1676
$204K ﹤0.01%
+6,341
1677
$203K ﹤0.01%
3,141
-122
1678
$203K ﹤0.01%
437
-171
1679
$202K ﹤0.01%
2,577
-438
1680
$201K ﹤0.01%
+8,900
1681
$198K ﹤0.01%
26,349
-6,380
1682
$197K ﹤0.01%
+31,417
1683
$195K ﹤0.01%
20,296
1684
$194K ﹤0.01%
11,178
-46
1685
$193K ﹤0.01%
12,524
+2,123
1686
$192K ﹤0.01%
11,946
1687
$182K ﹤0.01%
115,369
+30,369
1688
$178K ﹤0.01%
+29,134
1689
$176K ﹤0.01%
+16,048
1690
$170K ﹤0.01%
12,341
1691
$169K ﹤0.01%
10,000
1692
$169K ﹤0.01%
26,850
-185,624
1693
$168K ﹤0.01%
+17,425
1694
$168K ﹤0.01%
12,249
1695
$164K ﹤0.01%
13,730
-7,321
1696
$160K ﹤0.01%
10,800
1697
$158K ﹤0.01%
15,675
-1,090
1698
$156K ﹤0.01%
15,556
+218
1699
$153K ﹤0.01%
20,000
1700
$150K ﹤0.01%
28,260
66 67
68
69 70