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
601
$1.53M 0.01%
10,084
-267
602
$1.52M 0.01%
89,492
-33,832
603
$1.51M 0.01%
46,001
+14,337
604
$1.5M 0.01%
81,952
+1,060
605
$1.5M 0.01%
57,216
+14,755
606
$1.5M 0.01%
29,305
-5,532
607
$1.5M 0.01%
53,340
-7,548
608
$1.5M 0.01%
151,474
+13,680
609
$1.49M 0.01%
9,569
+65
610
$1.48M 0.01%
7,654
-13,512
611
$1.44M 0.01%
157,792
-83,462
612
$1.44M 0.01%
114,580
+1,950
613
$1.44M 0.01%
+38,088
614
$1.43M 0.01%
54,224
+5,832
615
$1.43M 0.01%
29,007
+269
616
$1.43M 0.01%
107,795
617
$1.43M 0.01%
7,472
+45
618
$1.43M 0.01%
30,260
+3,190
619
$1.42M 0.01%
77,850
-2,764
620
$1.42M 0.01%
17,270
-2,790
621
$1.42M 0.01%
16,205
-27,992
622
$1.41M 0.01%
16,053
-8,820
623
$1.41M 0.01%
98,489
+9,147
624
$1.4M 0.01%
260,948
+5,737
625
$1.4M 0.01%
38,771
+10,981
23 24
25
26 27