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
1751
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-1,919
1752
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1753
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-2,062
1754
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-8,135
1755
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1756
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-12,072
1757
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-13,105
1758
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-24,965
1759
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-6,149
1760
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-18,020
1761
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-7,563
1762
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-51,399
1763
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-28,222
1764
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-62,589
1765
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-10,456
1766
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-3,132
1767
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1768
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-8,855
1769
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-24,854
1770
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-1,013
1771
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-24,980
1772
– –
-7,909
1773
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-109,329
1774
– –
-42,788
1775
– –
-7,400
69 70
71
72 73