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
1601
$228K ﹤0.01%
1,879
-85
1602
$228K ﹤0.01%
21,051
-14,932
1603
$228K ﹤0.01%
6,345
1604
$226K ﹤0.01%
32,729
-750
1605
$224K ﹤0.01%
+3,839
1606
$224K ﹤0.01%
+128,133
1607
$224K ﹤0.01%
3,015
-2,433
1608
$224K ﹤0.01%
1,973
-41
1609
$223K ﹤0.01%
+4,385
1610
$223K ﹤0.01%
11,877
-4,158
1611
$223K ﹤0.01%
8,800
1612
$223K ﹤0.01%
7,563
-798
1613
$221K ﹤0.01%
14,422
-1,941
1614
$220K ﹤0.01%
491
-180
1615
$219K ﹤0.01%
+8,744
1616
$219K ﹤0.01%
+10,456
1617
$219K ﹤0.01%
1,310
-13
1618
$219K ﹤0.01%
4,910
-321
1619
$219K ﹤0.01%
6,353
-386
1620
$218K ﹤0.01%
8,928
-1,707
1621
$216K ﹤0.01%
8,322
1622
$216K ﹤0.01%
+3,275
1623
$214K ﹤0.01%
+18,952
1624
$214K ﹤0.01%
+3,400
1625
$214K ﹤0.01%
+7,909
63 64
65
66 67