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
51
$174M 0.4%
2,281,488
-371,065
52
$173M 0.39%
3,125,620
+46,645
53
$166M 0.38%
204,888
+18,464
54
$166M 0.38%
1,722,152
+1,614,158
55
$159M 0.36%
3,231,236
+118,152
56
$152M 0.35%
274,642
-4,981
57
$152M 0.35%
714,337
+39,988
58
$151M 0.34%
1,568,768
+78,112
59
$149M 0.34%
3,619,754
-44,232
60
$146M 0.33%
340,023
+15,552
61
$145M 0.33%
613,218
+47,688
62
$143M 0.33%
2,922,176
+400,940
63
$141M 0.32%
2,411,661
+193,435
64
$138M 0.31%
1,700,085
+135,765
65
$135M 0.31%
655,826
-110,434
66
$134M 0.3%
334,839
+37,348
67
$132M 0.3%
226,653
+11,124
68
$132M 0.3%
4,498,908
+156,127
69
$131M 0.3%
528,922
-14,839
70
$129M 0.29%
366,662
+121,972
71
$128M 0.29%
433,752
-55,082
72
$127M 0.29%
2,261,793
+94,836
73
$125M 0.28%
475,935
+149,210
74
$123M 0.28%
990,133
+78,239
75
$122M 0.28%
1,591,978
-27,754
1 2
3
4 5