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
1201
$795K ﹤0.01%
13,105
-1,010
1202
$793K ﹤0.01%
+27,710
1203
$790K ﹤0.01%
5,800
+1,012
1204
$789K ﹤0.01%
+10,532
1205
$788K ﹤0.01%
18,801
+11,863
1206
$784K ﹤0.01%
17,557
-4,934
1207
$777K ﹤0.01%
5,317
+551
1208
$774K ﹤0.01%
66,457
+386
1209
$773K ﹤0.01%
12,962
+813
1210
$771K ﹤0.01%
13,877
-507
1211
$768K ﹤0.01%
5,713
-498
1212
$766K ﹤0.01%
62,589
-12,486
1213
$765K ﹤0.01%
28,517
+80
1214
$763K ﹤0.01%
46,928
-88,123
1215
$763K ﹤0.01%
5,513
-898
1216
$761K ﹤0.01%
28,655
-1,951
1217
$761K ﹤0.01%
14,300
+2,153
1218
$756K ﹤0.01%
10,122
-1,380
1219
$756K ﹤0.01%
38,711
+19,168
1220
$755K ﹤0.01%
167,674
-17,304
1221
$754K ﹤0.01%
1,289
+161
1222
$752K ﹤0.01%
+31,349
1223
$749K ﹤0.01%
62,909
+12,051
1224
$746K ﹤0.01%
11,911
+2,032
1225
$744K ﹤0.01%
73,464
+4,781