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
1776
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-4,790
1777
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-6,441
1778
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-2,886
1779
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-13,550
1780
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1781
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-6,149
1782
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-51,399
1783
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-28,222
1784
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-62,589
1785
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-10,456
1786
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-3,132
1787
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-21,921
1788
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-8,855
1789
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-24,854
1790
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-1,013
1791
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-24,980
1792
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1793
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1794
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1795
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-11,090
1796
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-1,996
1797
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-18,297
1798
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-14,970
1799
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-17,508
1800
– –
-1,000
70 71
72
73 74