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
151
$72.4M 0.17%
598,563
+58,284
152
$71.6M 0.16%
437,774
+2,842
153
$71.3M 0.16%
271,128
+84,173
154
$71.2M 0.16%
864,036
+34,653
155
$70.9M 0.16%
396,072
+8,528
156
$70.8M 0.16%
100,148
+37,756
157
$68.7M 0.16%
466,180
+38,674
158
$66.9M 0.15%
228,480
+42,832
159
$66.7M 0.15%
348,746
+7,217
160
$66.5M 0.15%
333,101
-8,051
161
$66.3M 0.15%
419,906
+12,524
162
$65.3M 0.15%
508,579
+283,190
163
$65.2M 0.15%
219,118
-4,951
164
$65M 0.15%
247,677
-610
165
$64.9M 0.15%
193,931
+23,500
166
$64.9M 0.15%
1,061,238
+5,336
167
$64.6M 0.15%
479,032
+7,677
168
$64.3M 0.15%
712,734
+256,302
169
$64.1M 0.15%
331,923
-8,016
170
$64M 0.15%
141,236
+8,065
171
$62.6M 0.14%
907,515
+2,717
172
$62.3M 0.14%
417,349
+33,661
173
$62.3M 0.14%
151,567
+99,398
174
$62M 0.14%
555,744
-38,434
175
$61.1M 0.14%
286,533
-101,890
5 6
7
8 9