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
551
$1.86M 0.02%
23,792
+9,352
552
$1.85M 0.02%
106,265
+23,655
553
$1.85M 0.02%
31,685
-33,926
554
$1.85M 0.02%
37,223
+465
555
$1.85M 0.02%
11,522
-2,065
556
$1.84M 0.02%
133,423
+44,351
557
$1.84M 0.02%
213,930
+12,693
558
$1.83M 0.02%
31,885
+1,801
559
$1.83M 0.02%
+111,296
560
$1.83M 0.02%
49,799
+2,500
561
$1.83M 0.02%
86,313
+39,350
562
$1.83M 0.02%
31,141
+2,197
563
$1.82M 0.02%
68,835
+27,958
564
$1.81M 0.02%
17,020
+230
565
$1.79M 0.02%
20,454
+3,351
566
$1.78M 0.02%
42,744
+7,509
567
$1.77M 0.02%
25,292
+8,530
568
$1.77M 0.02%
185,599
+1,545
569
$1.77M 0.02%
16,174
-2,269
570
$1.76M 0.02%
+25,806
571
$1.74M 0.02%
15,808
+6,683
572
$1.74M 0.02%
79,655
-56,417
573
$1.74M 0.02%
42,423
+14,172
574
$1.73M 0.02%
41,446
+10,828
575
$1.73M 0.02%
99,574
-2,932
21 22
23
24 25