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
351
$5.01M 0.05%
401,195
-245,730
352
$4.97M 0.05%
111,364
+24,207
353
$4.96M 0.05%
174,315
-23,384
354
$4.91M 0.05%
122,015
+1,049
355
$4.88M 0.05%
111,124
+82,841
356
$4.85M 0.05%
118,096
-15,576
357
$4.85M 0.05%
173,119
+163,080
358
$4.85M 0.05%
17,829
-53
359
$4.79M 0.05%
439,943
-20,694
360
$4.78M 0.05%
143,576
-35,940
361
$4.74M 0.05%
+335,647
362
$4.7M 0.05%
276,062
-285,525
363
$4.69M 0.04%
96,841
-3,047
364
$4.68M 0.04%
+193,040
365
$4.64M 0.04%
123,404
-28,900
366
$4.64M 0.04%
59,071
-61,135
367
$4.62M 0.04%
69,526
+2,118
368
$4.6M 0.04%
127,900
-179,719
369
$4.56M 0.04%
272,914
+12,886
370
$4.53M 0.04%
228,813
+149
371
$4.51M 0.04%
72,900
-5,739
372
$4.49M 0.04%
105,838
+1,864
373
$4.48M 0.04%
35,963
+1,506
374
$4.48M 0.04%
72,179
+31,412
375
$4.46M 0.04%
51,330
-6,954
13 14
15
16 17