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
626
$1.4M 0.01%
236,104
-75,712
627
$1.39M 0.01%
+28,641
628
$1.39M 0.01%
22,865
-4,412
629
$1.38M 0.01%
58,149
-6,809
630
$1.37M 0.01%
19,355
+4,282
631
$1.37M 0.01%
39,793
-2,474
632
$1.37M 0.01%
19,978
-8,038
633
$1.36M 0.01%
51,404
+6,144
634
$1.35M 0.01%
101,882
+9,013
635
$1.35M 0.01%
19,549
-503
636
$1.35M 0.01%
40,323
+2,275
637
$1.33M 0.01%
+27,816
638
$1.33M 0.01%
32,415
-84
639
$1.33M 0.01%
57,744
+4,386
640
$1.33M 0.01%
19,176
+7,715
641
$1.33M 0.01%
10,762
-4,082
642
$1.32M 0.01%
85,864
+18,216
643
$1.31M 0.01%
35,946
-1,818
644
$1.3M 0.01%
18,652
+1,781
645
$1.3M 0.01%
47,910
+29,480
646
$1.3M 0.01%
109,305
+20,864
647
$1.3M 0.01%
20,744
-182
648
$1.28M 0.01%
75,349
649
$1.28M 0.01%
22,247
-12,161
650
$1.28M 0.01%
52,742
24 25
26
27 28