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
26
$60.4M 0.58%
1,011,073
-6,217
27
$60.3M 0.58%
1,580,294
+198,786
28
$59.2M 0.57%
2,176,934
-46,348
29
$57.6M 0.55%
1,141,308
+605,676
30
$57.1M 0.55%
4,659,924
-140,388
31
$56.1M 0.54%
680,457
+28,620
32
$54M 0.52%
1,127,811
-27,632
33
$52.1M 0.5%
1,330,808
+5,025
34
$52M 0.5%
1,605,920
+57,943
35
$51.4M 0.49%
1,378,720
+55,580
36
$51.1M 0.49%
689,274
+314,976
37
$51M 0.49%
637,426
-49,793
38
$50.1M 0.48%
625,824
-168,384
39
$50M 0.48%
396,110
-149,959
40
$49.8M 0.48%
369,583
-8,355
41
$49.6M 0.47%
305,316
+30,324
42
$49.5M 0.47%
578,002
-11,457
43
$48.9M 0.47%
223,969
+67,990
44
$48.8M 0.47%
277,722
+24,610
45
$48.4M 0.46%
974,006
-155,346
46
$47.6M 0.46%
2,608,665
-8,520
47
$47.3M 0.45%
594,044
+176,540
48
$46.4M 0.44%
295,814
+145,475
49
$45.5M 0.44%
893,295
+29,706
50
$45.4M 0.43%
410,410
-175,215
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