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
726
$983K 0.01%
54,640
-545
727
$980K 0.01%
27,970
+8,080
728
$975K 0.01%
+71,216
729
$965K 0.01%
130,387
+6,677
730
$963K 0.01%
58,359
+2,554
731
$954K 0.01%
+28,373
732
$949K 0.01%
6,745
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733
$942K 0.01%
30,620
-509,161
734
$942K 0.01%
44,617
+6,002
735
$941K 0.01%
71,260
+500
736
$937K 0.01%
133,255
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737
$937K 0.01%
8,907
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738
$933K 0.01%
17,324
-11,111
739
$929K 0.01%
64,377
+17,052
740
$924K 0.01%
63,478
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741
$923K 0.01%
67,478
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742
$919K 0.01%
68,064
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743
$917K 0.01%
13,083
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744
$913K 0.01%
14,814
-295
745
$912K 0.01%
72,692
-213
746
$910K 0.01%
24,864
+3,445
747
$910K 0.01%
88,049
-60,795
748
$908K 0.01%
40,253
+5,650
749
$905K 0.01%
226,775
+5,960
750
$900K 0.01%
56,192
+19,117
28 29
30
31 32