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
1701
$149K ﹤0.01%
+11,265
1702
$147K ﹤0.01%
13,467
-16,540
1703
$147K ﹤0.01%
30,635
-997
1704
$146K ﹤0.01%
+12,350
1705
$145K ﹤0.01%
37,646
+1,223
1706
$138K ﹤0.01%
+28,893
1707
$137K ﹤0.01%
16,105
-11,905
1708
$135K ﹤0.01%
+11,573
1709
$125K ﹤0.01%
4,393
+1,205
1710
$124K ﹤0.01%
18,163
1711
$123K ﹤0.01%
9,636
+21
1712
$122K ﹤0.01%
11,581
-1
1713
$119K ﹤0.01%
27,726
-48
1714
$117K ﹤0.01%
12,331
1715
$115K ﹤0.01%
+18,335
1716
$113K ﹤0.01%
+11,435
1717
$112K ﹤0.01%
11,050
1718
$111K ﹤0.01%
20,676
1719
$110K ﹤0.01%
2,841
+144
1720
$109K ﹤0.01%
10,660
-1,800
1721
$106K ﹤0.01%
134,000
1722
$105K ﹤0.01%
14,084
-2,146
1723
$94.4K ﹤0.01%
13,725
1724
$92.4K ﹤0.01%
38,162
1725
$89.6K ﹤0.01%
+16,567
67 68
69
70 71