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
51
$45.1M 0.43%
977,586
-166,508
52
$44.8M 0.43%
321,498
+28,277
53
$44.5M 0.43%
1,501,365
+255,106
54
$44.4M 0.42%
496,387
-13,181
55
$44.2M 0.42%
292,349
+57,239
56
$44M 0.42%
494,061
-30,372
57
$43.9M 0.42%
2,428,345
-27,005
58
$43.5M 0.42%
407,374
-33,202
59
$43.2M 0.41%
798,011
+56,061
60
$42.4M 0.41%
715,404
+73,722
61
$41.8M 0.4%
256,990
+10,290
62
$41.8M 0.4%
616,622
+557,404
63
$41.5M 0.4%
1,000,254
-19,277
64
$41.4M 0.4%
1,134,699
+4,180
65
$41.4M 0.4%
1,195,782
+278,257
66
$41.2M 0.39%
461,642
-134,638
67
$41M 0.39%
729,547
-16,628
68
$40.7M 0.39%
380,549
+47,660
69
$40.1M 0.38%
398,200
-8,641
70
$39.9M 0.38%
1,419,716
+176,909
71
$39.8M 0.38%
507,872
-10,734
72
$39.7M 0.38%
1,489,849
-750,195
73
$38.8M 0.37%
722,999
-16,424
74
$38.8M 0.37%
410,347
+84,127
75
$38M 0.36%
196,579
-4,028
1 2
3
4 5