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
651
$5.16M 0.01%
13,199
-298
652
$5.15M 0.01%
229,638
-6,799
653
$5.11M 0.01%
156,057
-3,125
654
$5.09M 0.01%
217,671
+79,251
655
$5.08M 0.01%
130,710
-20,710
656
$5.02M 0.01%
24,689
+8,137
657
$5.02M 0.01%
85,445
+5,813
658
$5M 0.01%
180,623
+9,184
659
$4.98M 0.01%
40,547
+9,804
660
$4.93M 0.01%
126,299
-133
661
$4.91M 0.01%
44,250
-1,011
662
$4.89M 0.01%
49,777
-77,187
663
$4.89M 0.01%
102,622
-892
664
$4.84M 0.01%
89,946
+19,780
665
$4.82M 0.01%
38,163
-28,349
666
$4.8M 0.01%
69,287
-594
667
$4.8M 0.01%
418,839
+304
668
$4.78M 0.01%
1,340
-429
669
$4.77M 0.01%
4,711
+393
670
$4.76M 0.01%
53,272
+5,883
671
$4.74M 0.01%
+139,283
672
$4.72M 0.01%
127,798
+44,048
673
$4.71M 0.01%
81,714
-262
674
$4.66M 0.01%
40,890
-742
675
$4.66M 0.01%
216,587
+962
25 26
27
28 29