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
1301
$594K ﹤0.01%
29,103
-3,160
1302
$594K ﹤0.01%
7,605
+557
1303
$594K ﹤0.01%
+14,970
1304
$589K ﹤0.01%
11,774
-1,575
1305
$587K ﹤0.01%
3,020
-306
1306
$587K ﹤0.01%
42,225
+11,829
1307
$585K ﹤0.01%
+16,044
1308
$583K ﹤0.01%
2,437
-13
1309
$580K ﹤0.01%
90,348
+3,590
1310
$580K ﹤0.01%
7,123
+46
1311
$578K ﹤0.01%
5,150
-402
1312
$575K ﹤0.01%
38,467
+1,576
1313
$574K ﹤0.01%
476
+13
1314
$572K ﹤0.01%
31,882
-21,364
1315
$571K ﹤0.01%
8,505
-217
1316
$571K ﹤0.01%
19,764
-4,005
1317
$567K ﹤0.01%
2,235
-174
1318
$565K ﹤0.01%
16,160
-1,282
1319
$562K ﹤0.01%
1,799
-157
1320
$562K ﹤0.01%
4,626
-823
1321
$559K ﹤0.01%
47,279
+1,025
1322
$556K ﹤0.01%
+5,121
1323
$553K ﹤0.01%
13,410
-1,248
1324
$544K ﹤0.01%
70,775
+2,361
1325
$543K ﹤0.01%
+23,852