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
426
$3.46M 0.03%
136,427
+13,461
427
$3.43M 0.03%
146,539
-57,863
428
$3.41M 0.03%
190,850
-6,076
429
$3.4M 0.03%
283,549
-16,595
430
$3.38M 0.03%
132,147
-3,676
431
$3.37M 0.03%
72,308
+29,745
432
$3.37M 0.03%
38,882
+3,452
433
$3.36M 0.03%
107,290
-923
434
$3.36M 0.03%
+67,118
435
$3.36M 0.03%
56,134
+446
436
$3.35M 0.03%
464,538
+67,643
437
$3.33M 0.03%
88,998
+1,405
438
$3.32M 0.03%
33,567
+1,729
439
$3.3M 0.03%
71,093
-6,064
440
$3.29M 0.03%
30,550
-2,470
441
$3.29M 0.03%
35,308
-1,649
442
$3.28M 0.03%
223,137
+18,867
443
$3.25M 0.03%
+54,394
444
$3.25M 0.03%
45,254
+1,538
445
$3.24M 0.03%
221,665
+42,186
446
$3.23M 0.03%
49,325
-921
447
$3.18M 0.03%
148,854
+12,646
448
$3.17M 0.03%
67,355
+2,635
449
$3.15M 0.03%
56,876
+3,484
450
$3.14M 0.03%
102,153
+58
16 17
18
19 20