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
851
$2.72M 0.01%
152,791
-226,025
852
$2.7M 0.01%
43,672
+6,269
853
$2.69M 0.01%
406,987
-33,808
854
$2.67M 0.01%
23,173
-2,511
855
$2.65M 0.01%
12,421
-140
856
$2.63M 0.01%
27,719
-1,368
857
$2.6M 0.01%
24,821
+5,680
858
$2.6M 0.01%
72,479
-18,960
859
$2.57M 0.01%
64,439
+78
860
$2.57M 0.01%
26,992
-72,423
861
$2.55M 0.01%
28,071
-7,091
862
$2.55M 0.01%
39,572
-582
863
$2.53M 0.01%
42,846
+1,917
864
$2.53M 0.01%
28,745
-15,661
865
$2.53M 0.01%
31,443
-4,344
866
$2.53M 0.01%
23,310
+1,179
867
$2.52M 0.01%
34,980
-100,663
868
$2.52M 0.01%
25,899
+1,465
869
$2.52M 0.01%
33,563
+500
870
$2.5M 0.01%
19,561
-4,166
871
$2.5M 0.01%
27,085
-227
872
$2.49M 0.01%
+394,110
873
$2.49M 0.01%
87,918
+62,600
874
$2.48M 0.01%
48,220
+181
875
$2.48M 0.01%
33,316
-5,717
33 34
35
36 37