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
626
$5.74M 0.01%
32,737
-7,335
627
$5.69M 0.01%
58,854
-758
628
$5.68M 0.01%
98,941
-2,401
629
$5.66M 0.01%
282,701
+122,934
630
$5.66M 0.01%
11,553
+444
631
$5.65M 0.01%
37,200
+15
632
$5.63M 0.01%
88,470
+294
633
$5.63M 0.01%
288,758
+21,312
634
$5.55M 0.01%
25,062
+2,335
635
$5.55M 0.01%
60,667
+7,454
636
$5.53M 0.01%
20,191
+86
637
$5.52M 0.01%
181,594
+48,805
638
$5.49M 0.01%
61,153
+54,750
639
$5.48M 0.01%
110,241
-11,175
640
$5.47M 0.01%
118,770
-1,091
641
$5.45M 0.01%
39,222
+1,559
642
$5.45M 0.01%
49,763
+15,347
643
$5.35M 0.01%
85,757
+6,401
644
$5.34M 0.01%
102,501
-1,541
645
$5.29M 0.01%
294,057
-14,503
646
$5.28M 0.01%
6,377
+95
647
$5.22M 0.01%
46,878
-2,694
648
$5.21M 0.01%
159,500
-120,185
649
$5.19M 0.01%
267,720
-12,249
650
$5.17M 0.01%
69,631
+10,774
24 25
26
27 28