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
501
$8.4M 0.02%
28,859
+290
502
$8.35M 0.02%
191,286
-1,503
503
$8.35M 0.02%
134,887
-1,841
504
$8.34M 0.02%
104,871
-13,639
505
$8.34M 0.02%
113,103
+21,845
506
$8.3M 0.02%
222,329
+702
507
$8.27M 0.02%
143,953
+33,190
508
$8.26M 0.02%
158,777
+79,678
509
$8.23M 0.02%
193,290
-93,160
510
$8.23M 0.02%
150,355
+14,291
511
$8.22M 0.02%
127,014
+5,420
512
$8.17M 0.02%
92,952
-1,305
513
$8.17M 0.02%
32,002
-1,576
514
$8.14M 0.02%
353,028
+12,438
515
$8.13M 0.02%
252,782
+15,376
516
$8.09M 0.02%
176,901
+2,139
517
$8.08M 0.02%
104,437
-664
518
$8.08M 0.02%
99,716
-10,392
519
$8.02M 0.02%
219,594
+48,002
520
$7.99M 0.02%
315,021
+4,456
521
$7.92M 0.02%
46,000
-2,041
522
$7.92M 0.02%
76,399
+31,415
523
$7.91M 0.02%
26,431
-804
524
$7.9M 0.02%
107,366
-19,974
525
$7.87M 0.02%
30,305
-4,625