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
176
$62.3M 0.13%
515,268
-40,476
177
$62.2M 0.13%
244,184
+464
178
$61.3M 0.13%
927,222
+849,708
179
$59.9M 0.13%
1,032,220
-81,398
180
$59.7M 0.13%
789,439
+179,573
181
$59.3M 0.12%
1,019,700
+27,050
182
$58.5M 0.12%
90,004
-5,560
183
$58.4M 0.12%
464,992
-11,099
184
$58.3M 0.12%
128,140
-13,096
185
$58.1M 0.12%
1,000,333
+62,516
186
$57.7M 0.12%
91
+14
187
$57.6M 0.12%
776,075
+263,341
188
$57.5M 0.12%
334,684
-162,496
189
$56.5M 0.12%
659,870
+49,198
190
$56.2M 0.12%
1,075,947
-12,021
191
$55.9M 0.12%
1,068,375
+26,485
192
$55.6M 0.12%
337,812
-261,575
193
$54.8M 0.12%
567,000
-2,441
194
$54.8M 0.11%
857,331
-467,731
195
$54.5M 0.11%
273,930
+7,767
196
$54.5M 0.11%
132,723
-4,121
197
$54.5M 0.11%
279,309
+54,707
198
$54.2M 0.11%
1,937,282
+202,470
199
$53.1M 0.11%
666,282
-8,864
200
$52M 0.11%
603,992
+187,809
6 7
8
9 10