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
$10.5B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$35.2M
3
+$31.5M
4
USB icon
US Bancorp
USB
+$30.7M
5
MRK icon
Merck
MRK
+$30.6M

Top Sells

1
+$37.1M
2
+$36.5M
3
+$32.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$30.8M
5
NLSN
Nielsen Holdings plc
NLSN
+$26.4M

Sector Composition

1 Technology 15.25%
2 Industrials 11.86%
3 Healthcare 11.26%
4 Consumer Discretionary 9.73%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.66M 0.09%
488,993
+23,144
227
$9.64M 0.09%
306,708
+38,897
228
$9.61M 0.09%
126,844
-28,622
229
$9.58M 0.09%
161,499
-3,343
230
$9.55M 0.09%
64,197
+6,213
231
$9.55M 0.09%
251,382
+15,403
232
$9.52M 0.09%
237,307
+4,224
233
$9.47M 0.09%
98,587
-2,033
234
$9.38M 0.09%
210,017
+14,561
235
$9.35M 0.09%
111,603
-12,119
236
$9.27M 0.09%
87,529
-4,427
237
$9.23M 0.09%
326,336
-1,235
238
$9.14M 0.09%
7,088
+3,808
239
$9.1M 0.09%
191,781
-36,470
240
$9.05M 0.09%
256,523
+27,065
241
$9.01M 0.09%
174,068
+7,451
242
$9M 0.09%
147,632
+32,804
243
$8.97M 0.09%
143,396
+7,354
244
$8.92M 0.09%
343,460
-53,788
245
$8.85M 0.08%
87,847
+67,007
246
$8.73M 0.08%
192,916
+12,397
247
$8.71M 0.08%
250,312
+33,607
248
$8.67M 0.08%
104,158
+10,516
249
$8.58M 0.08%
114,167
+29,082
250
$8.5M 0.08%
167,738
-37,931
8 9
10
11 12