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
1351
$507K ﹤0.01%
51,267
-3,498
1352
$503K ﹤0.01%
8,000
1353
$500K ﹤0.01%
6,911
-2,041
1354
$499K ﹤0.01%
23,560
-101
1355
$499K ﹤0.01%
3,277
-311
1356
$496K ﹤0.01%
+3,241
1357
$493K ﹤0.01%
1,620
-45
1358
$493K ﹤0.01%
7,605
-22,118
1359
$489K ﹤0.01%
18,033
-3,891
1360
$484K ﹤0.01%
1,690
-307
1361
$484K ﹤0.01%
6,688
-883
1362
$482K ﹤0.01%
39,369
+3,213
1363
$479K ﹤0.01%
2,445
-76
1364
$479K ﹤0.01%
4,296
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1365
$477K ﹤0.01%
10,916
-6,185
1366
$476K ﹤0.01%
21,282
+1,700
1367
$476K ﹤0.01%
9,997
-84
1368
$474K ﹤0.01%
+21,187
1369
$473K ﹤0.01%
18,020
-5,611
1370
$471K ﹤0.01%
9,833
-1,973
1371
$468K ﹤0.01%
27,699
-8,268
1372
$468K ﹤0.01%
1,048
-199
1373
$467K ﹤0.01%
5,014
-2,686
1374
$463K ﹤0.01%
7,749
+729
1375
$459K ﹤0.01%
5,984
-350