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
676
$1.17M 0.01%
20,074
+1,090
677
$1.17M 0.01%
50,856
+10,053
678
$1.17M 0.01%
11,335
-10,808
679
$1.16M 0.01%
54,211
+4,674
680
$1.16M 0.01%
10,086
+529
681
$1.15M 0.01%
86,748
+19,219
682
$1.15M 0.01%
8,093
+2,324
683
$1.14M 0.01%
43,923
+8,119
684
$1.14M 0.01%
27,674
+1,629
685
$1.14M 0.01%
31,203
-1,713
686
$1.13M 0.01%
10,137
-348
687
$1.13M 0.01%
30,556
-3,358
688
$1.12M 0.01%
22,313
+479
689
$1.12M 0.01%
31,136
+2,678
690
$1.12M 0.01%
53,435
+26,940
691
$1.1M 0.01%
19,243
+3,557
692
$1.09M 0.01%
37,599
+174
693
$1.08M 0.01%
35,295
+13,072
694
$1.08M 0.01%
17,275
+958
695
$1.08M 0.01%
+29,002
696
$1.07M 0.01%
11,425
+600
697
$1.07M 0.01%
53,990
+7,940
698
$1.07M 0.01%
11,567
-50
699
$1.06M 0.01%
22,874
+547
700
$1.06M 0.01%
156,549
+14,846
26 27
28
29 30