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
1551
$270K ﹤0.01%
1,561
-7
1552
$270K ﹤0.01%
85,000
-609
1553
$270K ﹤0.01%
6,441
-13,011
1554
$270K ﹤0.01%
+1,480
1555
$269K ﹤0.01%
13,601
-9,627
1556
$269K ﹤0.01%
3,757
-1,601
1557
$267K ﹤0.01%
357,400
+50,000
1558
$267K ﹤0.01%
13,145
+100
1559
$267K ﹤0.01%
20,030
-715,791
1560
$265K ﹤0.01%
1,671
-5,008
1561
$263K ﹤0.01%
3,798
-111
1562
$263K ﹤0.01%
4,273
-641
1563
$262K ﹤0.01%
5,233
+179
1564
$260K ﹤0.01%
+4,710
1565
$259K ﹤0.01%
4,641
-2,440
1566
$259K ﹤0.01%
4,320
+267
1567
$257K ﹤0.01%
5,162
-16,729
1568
$253K ﹤0.01%
6,902
-3,540
1569
$252K ﹤0.01%
13,000
-88
1570
$252K ﹤0.01%
2,449
-869
1571
$252K ﹤0.01%
6,477
-229
1572
$252K ﹤0.01%
3,136
-2,940
1573
$251K ﹤0.01%
2,141
-991
1574
$249K ﹤0.01%
64,191
-1
1575
$248K ﹤0.01%
2,062
-507