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
1326
$541K ﹤0.01%
11,218
-254
1327
$537K ﹤0.01%
2,273
+197
1328
$537K ﹤0.01%
7,887
-26,024
1329
$537K ﹤0.01%
5,081
+508
1330
$536K ﹤0.01%
9,356
-41,078
1331
$535K ﹤0.01%
10,428
+1,225
1332
$533K ﹤0.01%
18,125
+705
1333
$532K ﹤0.01%
5,714
+1,243
1334
$527K ﹤0.01%
25,203
+4,059
1335
$526K ﹤0.01%
16,234
-1,075
1336
$525K ﹤0.01%
3,648
-205
1337
$525K ﹤0.01%
12,255
-600
1338
$522K ﹤0.01%
7,201
+500
1339
$522K ﹤0.01%
5,132
+595
1340
$521K ﹤0.01%
+2,770
1341
$519K ﹤0.01%
4,134
-70
1342
$519K ﹤0.01%
23,318
+5,769
1343
$517K ﹤0.01%
4,412
-170
1344
$514K ﹤0.01%
10,321
+253
1345
$511K ﹤0.01%
12,026
-4,899
1346
$511K ﹤0.01%
11,356
+793
1347
$511K ﹤0.01%
5,088
-1,794
1348
$509K ﹤0.01%
9,500
-799
1349
$509K ﹤0.01%
54,944
-320
1350
$507K ﹤0.01%
9,903
-209