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
201
$51.9M 0.11%
566,596
-3,690
202
$51.2M 0.11%
168,030
-1,155
203
$49.4M 0.1%
853,038
+156,151
204
$48.7M 0.1%
691,528
-33
205
$48M 0.1%
489,894
-426,246
206
$47.6M 0.1%
183,607
+252
207
$46.5M 0.1%
201,431
-42,621
208
$46.5M 0.1%
300,202
+17,465
209
$46.5M 0.1%
211,872
-16,608
210
$46.4M 0.1%
805,318
-25,826
211
$45.9M 0.1%
846,654
-57,512
212
$45.4M 0.1%
1,418,681
-702
213
$45.3M 0.1%
234,711
+871
214
$45.3M 0.1%
1,692,828
+80,617
215
$44.5M 0.09%
651,842
-44,611
216
$43.8M 0.09%
177,716
+176,155
217
$43.6M 0.09%
368,449
+4,390
218
$43.1M 0.09%
468,986
-123,009
219
$42.5M 0.09%
101,845
-3,735
220
$42.3M 0.09%
449,600
-303,321
221
$42.2M 0.09%
581,640
+19,812
222
$41.4M 0.09%
73,760
+846
223
$40.8M 0.09%
248,275
+17,837
224
$40M 0.08%
539,546
+2,105
225
$39.8M 0.08%
1,006,382
+34,142
7 8
9
10 11