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
376
$4.46M 0.04%
33,614
-2,302
377
$4.39M 0.04%
284,090
+73,810
378
$4.36M 0.04%
95,913
-6,795
379
$4.35M 0.04%
164,696
+21,752
380
$4.32M 0.04%
169,253
-252,694
381
$4.3M 0.04%
130,006
-9,241
382
$4.25M 0.04%
20,456
-32
383
$4.23M 0.04%
56,373
+23,595
384
$4.23M 0.04%
104,618
-20,926
385
$4.18M 0.04%
+30,133
386
$4.18M 0.04%
35,115
+1,575
387
$4.14M 0.04%
198,454
-23,782
388
$4.13M 0.04%
193,338
+36,998
389
$4.1M 0.04%
88,886
-1,529
390
$4.08M 0.04%
76,181
+7,710
391
$4.07M 0.04%
62,825
-25,055
392
$4.06M 0.04%
203,743
393
$4.04M 0.04%
172,177
+11,306
394
$4.04M 0.04%
46,642
-8,726
395
$4.01M 0.04%
63,778
+12,147
396
$4M 0.04%
66,051
+1,000
397
$3.99M 0.04%
67,751
-20,598
398
$3.98M 0.04%
460,301
+41,040
399
$3.97M 0.04%
30,208
-1,074
400
$3.97M 0.04%
29,760
+2,605
14 15
16
17 18