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
301
$6.57M 0.06%
82,161
+1,481
302
$6.51M 0.06%
58,357
+7,535
303
$6.5M 0.06%
128,426
+11,485
304
$6.46M 0.06%
120,705
-5,709
305
$6.46M 0.06%
356,013
+96,257
306
$6.45M 0.06%
79,594
-2,576
307
$6.44M 0.06%
284,495
+238,612
308
$6.41M 0.06%
159,717
-2,955
309
$6.38M 0.06%
81,271
+12,050
310
$6.35M 0.06%
87,520
-14,142
311
$6.33M 0.06%
235,866
+30,659
312
$6.32M 0.06%
139,832
-1,860
313
$6.3M 0.06%
535,185
+76,735
314
$6.29M 0.06%
60,411
+3,873
315
$6.26M 0.06%
93,906
-231,335
316
$6.23M 0.06%
329,761
-22,858
317
$6.22M 0.06%
105,150
-16,047
318
$6.21M 0.06%
52,810
+19,412
319
$6.19M 0.06%
132,938
-35,950
320
$6.17M 0.06%
128,468
+3,078
321
$6.16M 0.06%
201,065
-37,422
322
$6.14M 0.06%
116,385
+7,336
323
$6.09M 0.06%
89,202
-20,774
324
$6.06M 0.06%
87,910
-22,843
325
$6.06M 0.06%
89,485
-12,864
11 12
13
14 15