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
576
$1.73M 0.02%
35,953
+965
577
$1.72M 0.02%
65,418
+18,564
578
$1.71M 0.02%
13,583
+3,427
579
$1.71M 0.02%
23,651
-849
580
$1.7M 0.02%
49,060
-89,910
581
$1.69M 0.02%
44,090
-8,315
582
$1.69M 0.02%
57,367
-3,675
583
$1.68M 0.02%
19,482
+2,553
584
$1.68M 0.02%
36,489
+11,583
585
$1.67M 0.02%
+34,190
586
$1.65M 0.02%
105,409
-60,723
587
$1.65M 0.02%
36,182
+21,042
588
$1.65M 0.02%
48,045
+199
589
$1.63M 0.02%
22,465
-330
590
$1.63M 0.02%
21,223
-36,871
591
$1.6M 0.02%
17,049
+1,698
592
$1.59M 0.02%
7,747
+2,046
593
$1.58M 0.02%
111,336
+45,545
594
$1.58M 0.02%
134,984
-1,056
595
$1.57M 0.02%
94,944
+34,207
596
$1.56M 0.01%
55,947
+18,550
597
$1.55M 0.01%
99,864
+18,407
598
$1.55M 0.01%
93,919
+16,605
599
$1.54M 0.01%
38,904
-734
600
$1.53M 0.01%
5,822
-2,795
22 23
24
25 26