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
501
$2.41M 0.02%
124,694
+7,450
502
$2.4M 0.02%
273,081
+147,910
503
$2.4M 0.02%
223,498
+24,331
504
$2.35M 0.02%
36,096
-1,694
505
$2.33M 0.02%
89,623
+69,353
506
$2.28M 0.02%
+51,049
507
$2.27M 0.02%
122,581
+31,089
508
$2.27M 0.02%
224,242
+19,499
509
$2.27M 0.02%
35,363
+11,150
510
$2.26M 0.02%
19,058
-12,738
511
$2.24M 0.02%
36,883
-55,361
512
$2.24M 0.02%
110,914
+10,382
513
$2.24M 0.02%
26,137
-468
514
$2.23M 0.02%
98,982
+50,606
515
$2.23M 0.02%
90,485
+3,008
516
$2.22M 0.02%
50,083
+4,880
517
$2.18M 0.02%
103,232
+6,271
518
$2.18M 0.02%
64,303
+7,261
519
$2.15M 0.02%
21,678
+1,587
520
$2.13M 0.02%
60,864
-15,030
521
$2.13M 0.02%
66,410
+2,998
522
$2.12M 0.02%
55,500
-15,154
523
$2.1M 0.02%
13,361
-1,352
524
$2.08M 0.02%
41,171
-474
525
$2.08M 0.02%
41,134
+18,036
19 20
21
22 23