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
$43.9B
AUM Growth
+$7.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,828
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$156M
3
+$134M
4
AAPL icon
Apple
AAPL
+$132M
5
UNH icon
UnitedHealth
UNH
+$104M

Top Sells

1
+$60M
2
+$45.1M
3
+$40.2M
4
MSCI icon
MSCI
MSCI
+$39.6M
5
EEFT icon
Euronet Worldwide
EEFT
+$34.9M

Sector Composition

1 Technology 18.83%
2 Financials 12.09%
3 Industrials 11.08%
4 Healthcare 9.36%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35.8M 0.08%
692,284
-14,825
227
$35.5M 0.08%
537,441
-190,006
228
$33.9M 0.08%
230,438
+46,141
229
$33.8M 0.08%
416,183
+214,702
230
$33.3M 0.08%
154,251
+13,754
231
$33.2M 0.08%
137,174
-2,231
232
$33.1M 0.08%
561,828
-6,916
233
$33.1M 0.08%
189,960
-21,254
234
$33M 0.08%
247,938
-1,336
235
$33M 0.08%
320,067
+2,024
236
$32.7M 0.07%
452,335
-13,470
237
$32.5M 0.07%
414,380
-21,490
238
$32.4M 0.07%
1,126,713
+174,293
239
$32.4M 0.07%
173,009
-397
240
$31.9M 0.07%
89,399
+10,400
241
$31.7M 0.07%
125,485
-1,481
242
$31.6M 0.07%
332,178
+3,213
243
$31.5M 0.07%
547,899
-58,381
244
$31.4M 0.07%
132,849
-95
245
$31.2M 0.07%
431,301
+55,767
246
$30.8M 0.07%
269,751
-17,191
247
$30.8M 0.07%
512,734
-99,888
248
$30.7M 0.07%
554,595
+11,196
249
$30.4M 0.07%
147,618
+10,624
250
$29.8M 0.07%
1,159,341
+212,755
8 9
10
11 12