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
251
$8.48M 0.08%
76,879
+8,510
252
$8.47M 0.08%
102,912
-1,002
253
$8.45M 0.08%
79,115
+6,611
254
$8.44M 0.08%
59,606
+3,993
255
$8.27M 0.08%
114,808
-7,979
256
$8.18M 0.08%
259,230
-1,292
257
$8.17M 0.08%
64,830
+2,940
258
$8.16M 0.08%
104,814
-7,291
259
$8.15M 0.08%
266,408
+160,268
260
$8.14M 0.08%
69,732
-3,530
261
$8.04M 0.08%
413,792
-29,188
262
$8.03M 0.08%
271,480
+63,280
263
$7.99M 0.08%
173,229
-17,575
264
$7.97M 0.08%
159,983
+5,627
265
$7.87M 0.08%
96,909
+1,959
266
$7.79M 0.07%
59,634
+13,396
267
$7.78M 0.07%
52,535
+4,154
268
$7.74M 0.07%
72,125
+769
269
$7.73M 0.07%
+416,221
270
$7.71M 0.07%
219,008
-15,785
271
$7.51M 0.07%
295,716
-35,903
272
$7.46M 0.07%
20,710
+4,116
273
$7.44M 0.07%
47,154
+35,979
274
$7.32M 0.07%
338,786
-92,161
275
$7.31M 0.07%
38,788
+31,025
9 10
11
12 13