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
101
$100M 0.23%
1,147,389
+283,927
102
$99.3M 0.23%
157,448
-701
103
$99.3M 0.23%
555,157
-385
104
$98.1M 0.22%
431,569
-10,025
105
$97.8M 0.22%
1,166,965
-8,958
106
$95.3M 0.22%
1,865,930
+1,822,942
107
$93.7M 0.21%
312,735
-6,116
108
$93.3M 0.21%
1,108,741
+4,344
109
$93M 0.21%
468,124
+40,172
110
$91.6M 0.21%
1,106,160
+2,008
111
$91.1M 0.21%
599,387
+121,641
112
$90.9M 0.21%
916,140
+536,151
113
$90.7M 0.21%
636,976
+26,298
114
$89.5M 0.2%
287,849
-17,470
115
$89M 0.2%
462,069
-14,552
116
$88.5M 0.2%
310,749
+3,790
117
$88.5M 0.2%
3,486,318
+702,069
118
$88.4M 0.2%
407,267
+37,324
119
$88.3M 0.2%
853,279
+55,024
120
$87.7M 0.2%
354,505
+52,153
121
$87.5M 0.2%
564,408
-15,694
122
$84.9M 0.19%
430,215
+185,109
123
$84.7M 0.19%
202,661
-1,046
124
$84.6M 0.19%
470,691
+105,662
125
$84.6M 0.19%
2,084,879
+11,477
3 4
5
6 7