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
1501
$315K ﹤0.01%
45
-2
1502
$315K ﹤0.01%
19,215
+9
1503
$313K ﹤0.01%
1,854
+168
1504
$312K ﹤0.01%
1,938
-478
1505
$312K ﹤0.01%
1,699
-632
1506
$311K ﹤0.01%
+14,074
1507
$309K ﹤0.01%
+1,013
1508
$309K ﹤0.01%
9,794
-70
1509
$306K ﹤0.01%
7,308
-466
1510
$305K ﹤0.01%
5,270
-272
1511
$304K ﹤0.01%
14,949
+2,007
1512
$304K ﹤0.01%
7,737
-349
1513
$301K ﹤0.01%
11,150
1514
$300K ﹤0.01%
+7,986
1515
$299K ﹤0.01%
8,672
+372
1516
$299K ﹤0.01%
5,140
-161
1517
$298K ﹤0.01%
4,040
+208
1518
$298K ﹤0.01%
6,370
-51
1519
$297K ﹤0.01%
+6,881
1520
$297K ﹤0.01%
209
-1
1521
$296K ﹤0.01%
4,500
1522
$296K ﹤0.01%
29,195
+3,230
1523
$295K ﹤0.01%
11,286
+1,955
1524
$295K ﹤0.01%
3,350
+180
1525
$295K ﹤0.01%
4,386
-147
59 60
61
62 63