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
326
$6M 0.06%
350,094
+161,180
327
$5.99M 0.06%
75,700
-259,690
328
$5.95M 0.06%
231,137
+13,386
329
$5.92M 0.06%
147,546
-3,921
330
$5.9M 0.06%
71,290
-1,690
331
$5.9M 0.06%
53,679
+29,773
332
$5.9M 0.06%
90,878
+3,329
333
$5.8M 0.06%
74,465
-267,664
334
$5.8M 0.06%
132,594
+8,026
335
$5.79M 0.06%
66,584
-902
336
$5.76M 0.06%
50,340
+3,312
337
$5.74M 0.05%
197,820
+113,022
338
$5.72M 0.05%
102,679
-55,112
339
$5.59M 0.05%
133,860
+33,640
340
$5.58M 0.05%
367,287
+224,682
341
$5.56M 0.05%
537,826
-93,951
342
$5.51M 0.05%
135,540
-80,086
343
$5.47M 0.05%
87,547
+7,378
344
$5.46M 0.05%
89,736
+3,991
345
$5.35M 0.05%
194,620
+12,064
346
$5.28M 0.05%
83,450
+57,801
347
$5.25M 0.05%
314,784
-34,186
348
$5.18M 0.05%
132,334
-3,790
349
$5.13M 0.05%
104,391
-2,387
350
$5.02M 0.05%
76,801
-1,143
12 13
14
15 16