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
526
$7.86M 0.02%
120,931
+1,488
527
$7.84M 0.02%
541,607
-1,628
528
$7.82M 0.02%
18,959
-2,527
529
$7.8M 0.02%
160,947
-25,117
530
$7.79M 0.02%
433,520
+351,074
531
$7.78M 0.02%
216,080
-5,044
532
$7.74M 0.02%
73,921
+766
533
$7.74M 0.02%
63,569
+1,356
534
$7.69M 0.02%
16,302
+399
535
$7.68M 0.02%
27,385
+9,977
536
$7.66M 0.02%
96,904
+398
537
$7.65M 0.02%
65,001
+3,942
538
$7.64M 0.02%
162,326
+21,556
539
$7.64M 0.02%
75,654
+2,246
540
$7.63M 0.02%
159,237
+3,120
541
$7.58M 0.02%
28,008
-2,175
542
$7.54M 0.02%
105,525
-5,363
543
$7.54M 0.02%
129,668
+26,383
544
$7.53M 0.02%
272,491
+8,384
545
$7.5M 0.02%
556,886
+332,253
546
$7.45M 0.02%
89,463
+3,814
547
$7.36M 0.02%
65,391
+59,923
548
$7.34M 0.02%
66,930
+9,479
549
$7.33M 0.02%
52,383
+2,032
550
$7.3M 0.02%
93,715
-1,206
20 21
22
23 24