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
1226
$742K ﹤0.01%
148,756
+5,914
1227
$742K ﹤0.01%
14,873
-135
1228
$740K ﹤0.01%
120,561
+29,311
1229
$739K ﹤0.01%
8,697
-390
1230
$738K ﹤0.01%
85,290
+14,325
1231
$736K ﹤0.01%
21,314
-402
1232
$735K ﹤0.01%
71,887
+3,600
1233
$728K ﹤0.01%
17,768
-1,323
1234
$726K ﹤0.01%
6,773
-21
1235
$724K ﹤0.01%
196,296
1236
$721K ﹤0.01%
8,775
-2,022
1237
$719K ﹤0.01%
5,923
+250
1238
$714K ﹤0.01%
16,924
+698
1239
$713K ﹤0.01%
13,768
-606
1240
$713K ﹤0.01%
2,167
-529
1241
$712K ﹤0.01%
55,616
-5,712
1242
$711K ﹤0.01%
80,659
+14,398
1243
$711K ﹤0.01%
4,088
+108
1244
$711K ﹤0.01%
+6,553
1245
$711K ﹤0.01%
24,936
+1,188
1246
$710K ﹤0.01%
7,706
+4,637
1247
$709K ﹤0.01%
26,200
+16,200
1248
$707K ﹤0.01%
21,911
+159
1249
$704K ﹤0.01%
30,007
-98,882
1250
$700K ﹤0.01%
17,390
-148