Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
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
1
$1.97B 4.49%
5,238,050
+428,725
2
$1.8B 4.1%
9,341,122
+688,156
3
$954M 2.17%
5,607,169
+329,139
4
$803M 1.83%
5,700,669
+119,370
5
$802M 1.83%
2,313,682
+155,452
6
$784M 1.79%
2,199,052
+183,205
7
$770M 1.75%
16,067,320
+654,322
8
$704M 1.6%
2,321,010
-48,170
9
$615M 1.4%
3,926,602
+111,125
10
$607M 1.38%
3,673,642
+45,358
11
$606M 1.38%
7,802,114
+1,722,388
12
$570M 1.3%
3,577,731
+86,686
13
$514M 1.17%
15,856,418
+2,087,058
14
$427M 0.97%
1,738,841
+155,111
15
$416M 0.95%
630,275
+122,053
16
$391M 0.89%
3,614,870
+902,096
17
$381M 0.87%
5,539,864
+61,234
18
$375M 0.85%
5,920,710
+635,685
19
$368M 0.84%
842,383
-1,352
20
$365M 0.83%
5,194,697
+451,382
21
$351M 0.8%
2,308,388
+454,835
22
$325M 0.74%
681,040
+95,625
23
$325M 0.74%
2,095,667
+12,389
24
$320M 0.73%
694,970
+25,060
25
$310M 0.71%
2,209,797
+52,558
1
2 3 4 5