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
176
$61M 0.14%
233,840
+368
177
$59.9M 0.14%
1,113,618
-18,882
178
$59.7M 0.14%
95,564
+36,299
179
$58.5M 0.13%
799,698
-5,512
180
$58.5M 0.13%
169,185
+3,320
181
$58.2M 0.13%
1,734,812
+175,418
182
$58.1M 0.13%
1,326,087
-1,310
183
$57.9M 0.13%
393,014
-26,627
184
$57M 0.13%
300,642
+197,991
185
$56.8M 0.13%
326,598
+5,323
186
$56.8M 0.13%
1,087,968
+5,402
187
$55.7M 0.13%
480,199
+223,967
188
$55.3M 0.13%
569,441
+1,119
189
$55.1M 0.13%
566,403
-23,938
190
$55M 0.13%
266,163
-13,273
191
$54.7M 0.12%
136,844
-21,853
192
$54.2M 0.12%
243,720
+4,267
193
$54.1M 0.12%
591,995
-290,284
194
$53.4M 0.12%
224,602
+26,547
195
$53.4M 0.12%
691,561
+543,207
196
$53.3M 0.12%
675,146
+7,891
197
$50.2M 0.11%
476,091
+9,647
198
$49.5M 0.11%
380,532
+221,940
199
$48.9M 0.11%
610,672
+32,964
200
$48.8M 0.11%
937,817
+158,274
6 7
8
9 10