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
476
$2.68M 0.03%
134,051
+62,933
477
$2.65M 0.03%
351,901
+235,905
478
$2.65M 0.03%
65,087
+5,174
479
$2.64M 0.03%
158,258
+4,437
480
$2.59M 0.02%
383,846
+47,121
481
$2.56M 0.02%
52,298
+12,097
482
$2.53M 0.02%
47,982
-500,737
483
$2.52M 0.02%
233,158
+28,841
484
$2.5M 0.02%
24,938
+5,875
485
$2.5M 0.02%
57,888
-973
486
$2.49M 0.02%
133,280
-178,639
487
$2.48M 0.02%
70,712
-10,811
488
$2.48M 0.02%
35,055
-25,027
489
$2.48M 0.02%
32,976
+465
490
$2.47M 0.02%
69,932
+5,962
491
$2.47M 0.02%
46,184
+7,597
492
$2.46M 0.02%
91,984
-1,772
493
$2.46M 0.02%
18,861
+971
494
$2.46M 0.02%
55,718
+39,602
495
$2.46M 0.02%
78,898
+7,523
496
$2.45M 0.02%
29,717
-20,533
497
$2.44M 0.02%
62,082
+10,470
498
$2.43M 0.02%
23,384
+262
499
$2.43M 0.02%
20,082
-8,884
500
$2.41M 0.02%
41,643
+10,614
18 19
20
21 22