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
451
$3.12M 0.03%
255,260
+570
452
$3.11M 0.03%
96,680
+25,670
453
$3.11M 0.03%
16,994
+15,458
454
$3.09M 0.03%
191,565
+26,902
455
$3.07M 0.03%
131,752
+26,886
456
$3.06M 0.03%
+39,773
457
$3.02M 0.03%
113,684
+43,095
458
$3.01M 0.03%
201,713
+122,566
459
$2.98M 0.03%
115,674
-6,659
460
$2.98M 0.03%
33,617
+740
461
$2.97M 0.03%
16,823
-15,796
462
$2.95M 0.03%
119,124
-4,188
463
$2.89M 0.03%
98,153
+332
464
$2.88M 0.03%
20,666
-2,863
465
$2.82M 0.03%
39,728
-3,332
466
$2.8M 0.03%
43,351
+40
467
$2.79M 0.03%
26,990
+14,017
468
$2.79M 0.03%
38,915
+1,895
469
$2.76M 0.03%
96,207
+20,445
470
$2.72M 0.03%
52,360
-7,534
471
$2.71M 0.03%
60,599
-43,871
472
$2.71M 0.03%
93,898
+34,155
473
$2.71M 0.03%
58,430
+8,962
474
$2.69M 0.03%
62,701
+6,928
475
$2.68M 0.03%
191,569
+27,525
17 18
19
20 21