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
1401
$433K ﹤0.01%
5,680
-1,221
1402
$432K ﹤0.01%
53,622
1403
$432K ﹤0.01%
+26,781
1404
$430K ﹤0.01%
46,974
+9,373
1405
$428K ﹤0.01%
16,031
-3,867
1406
$427K ﹤0.01%
3,644
-7,229
1407
$427K ﹤0.01%
43,594
+4,460
1408
$427K ﹤0.01%
11,593
-2,787
1409
$427K ﹤0.01%
2,996
-302
1410
$425K ﹤0.01%
22,489
-1,419
1411
$424K ﹤0.01%
8,090
-7,909
1412
$422K ﹤0.01%
2,553
1413
$422K ﹤0.01%
8,040
+1,895
1414
$419K ﹤0.01%
+38,501
1415
$417K ﹤0.01%
6,270
1416
$416K ﹤0.01%
16,042
-16,638
1417
$416K ﹤0.01%
3,813
-1,194
1418
$415K ﹤0.01%
9,186
-3,063
1419
$415K ﹤0.01%
9,595
-113
1420
$413K ﹤0.01%
47,035
+9,959
1421
$412K ﹤0.01%
9,812
-129
1422
$412K ﹤0.01%
14,891
-24
1423
$411K ﹤0.01%
10,240
-160
1424
$409K ﹤0.01%
2,519
+135
1425
$409K ﹤0.01%
4,259
-419,108