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
276
$7.25M 0.07%
114,466
-2,213
277
$7.24M 0.07%
14,582
+4,431
278
$7.21M 0.07%
125,482
+43,024
279
$7.2M 0.07%
135,553
+42,189
280
$7.15M 0.07%
65,451
-140,358
281
$7.14M 0.07%
153,684
+2,577
282
$7.11M 0.07%
59,706
+22,109
283
$7.08M 0.07%
184,050
+169,867
284
$7.08M 0.07%
185,838
+5,355
285
$7.03M 0.07%
76,369
+10,995
286
$7.03M 0.07%
298,411
+18,098
287
$7.01M 0.07%
57,130
+2,832
288
$6.92M 0.07%
141,691
+4,039
289
$6.85M 0.07%
251,802
+36,546
290
$6.82M 0.07%
207,235
+12,724
291
$6.82M 0.07%
282,788
+13,772
292
$6.79M 0.06%
82,789
-173
293
$6.76M 0.06%
175,258
+5,190
294
$6.76M 0.06%
175,019
+11,254
295
$6.75M 0.06%
+229,610
296
$6.73M 0.06%
311,527
+215,818
297
$6.71M 0.06%
55,320
-6,725
298
$6.65M 0.06%
65,039
+1,383
299
$6.59M 0.06%
57,600
+55,488
300
$6.58M 0.06%
109,602
+16,812
10 11
12
13 14