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
526
$2.08M 0.02%
69,512
-1,250
527
$2.04M 0.02%
+73,175
528
$2.03M 0.02%
26,006
-966
529
$2.01M 0.02%
21,424
-371
530
$2.01M 0.02%
31,196
+3,041
531
$1.99M 0.02%
82,060
+7,581
532
$1.99M 0.02%
63,144
-615
533
$1.99M 0.02%
54,116
+14,924
534
$1.98M 0.02%
73,425
535
$1.98M 0.02%
32,176
+9,930
536
$1.97M 0.02%
160,802
+35,917
537
$1.97M 0.02%
85,640
-1,702
538
$1.96M 0.02%
23,953
+2,912
539
$1.95M 0.02%
44,759
-285,711
540
$1.94M 0.02%
194,858
+31,039
541
$1.94M 0.02%
24,421
+16,078
542
$1.94M 0.02%
25,142
-2,577
543
$1.92M 0.02%
6,976
+165
544
$1.92M 0.02%
26,897
-121
545
$1.91M 0.02%
121,983
-9,700
546
$1.91M 0.02%
+42,300
547
$1.88M 0.02%
67,125
-36,435
548
$1.88M 0.02%
183,238
-3,894
549
$1.87M 0.02%
73,015
+59,917
550
$1.87M 0.02%
27,405
+250
20 21
22
23 24