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
1801
– –
-6,628
1802
– –
-3,679
1803
– –
-10,816
1804
– –
-3,914
1805
– –
-60,264
1806
– –
-10,316
1807
– –
-1,862
1808
– –
-13,549
1809
– –
-8,523
1810
– –
-66,294
1811
– –
-55,338
1812
– –
-44,802
1813
– –
-1,444
1814
– –
-10,478
1815
– –
-2,705
1816
– –
-6,631
1817
– –
-13,277
1818
– –
-220,142
1819
– –
-189,276
1820
– –
-24,222
1821
– –
-29,816
1822
– –
-3,152
1823
– –
-10,983
1824
– –
-14,950
1825
– –
-101,748
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