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
– –
-10,256
1777
– –
-44,155
1778
– –
-15,095
1779
– –
-1,310
1780
– –
-11,286
1781
– –
-4,385
1782
– –
-26,781
1783
– –
-14,291
1784
– –
-3,410
1785
– –
-6,506
1786
– –
-4,910
1787
– –
-11,090
1788
– –
-1,996
1789
– –
-18,297
1790
– –
-14,970
1791
– –
-17,508
1792
– –
-1,000
1793
– –
-186,381
1794
– –
-20,883
1795
– –
-3,639
1796
– –
-734,389
1797
– –
-18,801
1798
– –
-4,898
1799
– –
-13,575
1800
– –
-142,301
70 71
72
73 74