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
1176
$884K ﹤0.01%
47,644
+11,677
1177
$881K ﹤0.01%
5,575
-6,423
1178
$880K ﹤0.01%
43,391
+10,559
1179
$876K ﹤0.01%
29,443
-46
1180
$875K ﹤0.01%
+29,894
1181
$874K ﹤0.01%
91,272
+27,407
1182
$869K ﹤0.01%
7,348
+235
1183
$862K ﹤0.01%
254,400
-74,033
1184
$857K ﹤0.01%
38,771
-58,888
1185
$857K ﹤0.01%
15,178
+5,039
1186
$852K ﹤0.01%
4,656
-23
1187
$847K ﹤0.01%
17,100
+6,577
1188
$838K ﹤0.01%
20,765
-177
1189
$837K ﹤0.01%
9,020
+4,570
1190
$837K ﹤0.01%
33,749
+3,214
1191
$829K ﹤0.01%
6,541
+787
1192
$821K ﹤0.01%
8,134
-1,740
1193
$820K ﹤0.01%
8,672
-22,728
1194
$813K ﹤0.01%
22,171
+1,653
1195
$811K ﹤0.01%
2,294
-189
1196
$809K ﹤0.01%
10,915
+148
1197
$805K ﹤0.01%
32,677
-703
1198
$805K ﹤0.01%
21,188
+2,254
1199
$805K ﹤0.01%
26,744
-5,308
1200
$799K ﹤0.01%
3,900
-427