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
1251
$698K ﹤0.01%
+8,060
1252
$696K ﹤0.01%
5,200
-606
1253
$693K ﹤0.01%
+15,059
1254
$692K ﹤0.01%
26,211
+15,261
1255
$684K ﹤0.01%
72,518
+26,694
1256
$682K ﹤0.01%
14,256
-842
1257
$681K ﹤0.01%
624,672
+467,172
1258
$677K ﹤0.01%
11,068
-2,752
1259
$675K ﹤0.01%
32,296
-2,911
1260
$675K ﹤0.01%
15,258
-1,376
1261
$674K ﹤0.01%
+39,478
1262
$672K ﹤0.01%
63,837
+2,198
1263
$669K ﹤0.01%
33,697
-5,562
1264
$669K ﹤0.01%
+7,400
1265
$668K ﹤0.01%
5,429
+434
1266
$667K ﹤0.01%
11,777
-631
1267
$665K ﹤0.01%
87,561
+2,690
1268
$661K ﹤0.01%
16,371
-300
1269
$661K ﹤0.01%
29,014
+665
1270
$659K ﹤0.01%
+32,197
1271
$657K ﹤0.01%
27,055
-5,729
1272
$657K ﹤0.01%
6,602
-1,877
1273
$657K ﹤0.01%
4,790
-453
1274
$655K ﹤0.01%
8,538
-461
1275
$654K ﹤0.01%
8,135
-237