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
1726
$82.5K ﹤0.01%
1,338
-182
1727
$79.9K ﹤0.01%
14,750
1728
$77.5K ﹤0.01%
17,895
-6,360
1729
$66.5K ﹤0.01%
13,249
1730
$64.7K ﹤0.01%
+24,800
1731
$63.8K ﹤0.01%
+40,912
1732
$59.6K ﹤0.01%
1,569
+305
1733
$54.6K ﹤0.01%
13,519
+2,269
1734
$48.9K ﹤0.01%
529
1735
$46K ﹤0.01%
16,030
-4,000
1736
$41.3K ﹤0.01%
400,994
+100,000
1737
$40.8K ﹤0.01%
22,393
1738
$36.8K ﹤0.01%
1,667
+667
1739
$31.4K ﹤0.01%
1,387
+467
1740
$28.8K ﹤0.01%
15,743
+3,000
1741
$28.4K ﹤0.01%
1,000
1742
$23.8K ﹤0.01%
+10,500
1743
$22.6K ﹤0.01%
11,950
1744
$19.6K ﹤0.01%
11,500
1745
$16K ﹤0.01%
+625
1746
$14.9K ﹤0.01%
+477
1747
$13.1K ﹤0.01%
19,762
1748
$12.6K ﹤0.01%
+557
1749
$10.6K ﹤0.01%
10,000
1750
$9.73K ﹤0.01%
30,600
68 69
70
71 72