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
301
$21.8M 0.05%
578,582
+64,768
302
$21.7M 0.05%
123,575
+13,575
303
$21.5M 0.05%
324,023
+9,926
304
$21.5M 0.05%
206,218
-5,430
305
$21.4M 0.05%
672,179
-37,842
306
$21.2M 0.05%
288,702
+9,851
307
$21.2M 0.05%
133,131
+3,854
308
$21.2M 0.05%
410,814
+61,190
309
$21.1M 0.05%
159,667
-47,286
310
$21.1M 0.05%
195,653
+19,423
311
$20.9M 0.05%
+1,287,349
312
$20.8M 0.05%
257,275
-25,350
313
$20.7M 0.05%
82,235
-11,636
314
$20.6M 0.05%
511,018
+14,475
315
$20.6M 0.05%
286,874
-155,758
316
$20.5M 0.05%
547,983
+16,024
317
$20.2M 0.05%
216,402
-32,768
318
$20.2M 0.05%
645,677
+435,215
319
$19.8M 0.05%
127,164
-4,970
320
$19.6M 0.04%
328,157
-3,666
321
$19.6M 0.04%
1,161,833
+90,637
322
$19.1M 0.04%
115,769
+3,483
323
$19M 0.04%
79,539
+1,925
324
$18.9M 0.04%
39,106
+5,245
325
$18.9M 0.04%
5,334
-40
11 12
13
14 15