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
26
$306M 0.7%
3,260,612
+54,006
27
$300M 0.68%
5,939,693
+76,568
28
$297M 0.68%
1,139,208
+132,216
29
$296M 0.67%
835,972
+163,067
30
$289M 0.66%
2,839,274
+106,809
31
$275M 0.63%
578,771
+13,611
32
$270M 0.62%
1,935,571
+688,822
33
$266M 0.61%
2,948,807
-180,623
34
$255M 0.58%
5,892,093
-597,502
35
$254M 0.58%
1,704,859
+248,360
36
$251M 0.57%
476,586
+197,834
37
$244M 0.56%
4,930,590
+1,293,350
38
$238M 0.54%
2,182,951
-199,862
39
$237M 0.54%
1,616,545
+243,931
40
$235M 0.53%
1,381,461
+58,472
41
$224M 0.51%
2,032,424
+297,789
42
$223M 0.51%
1,109,790
+68,342
43
$215M 0.49%
504,493
+166,049
44
$205M 0.47%
2,370,253
+43,861
45
$205M 0.47%
1,609,789
+20,272
46
$204M 0.47%
1,367,489
+210,558
47
$197M 0.45%
1,760,610
+129,580
48
$183M 0.42%
5,424,499
-112,780
49
$181M 0.41%
610,866
+124,785
50
$177M 0.4%
6,141,689
-948,812
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