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
751
$889K 0.01%
6,739
-2,355
752
$886K 0.01%
9,399
+4,577
753
$886K 0.01%
55,156
754
$884K 0.01%
22,127
+1,300
755
$881K 0.01%
24,679
-47,562
756
$881K 0.01%
16,018
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757
$877K 0.01%
17,517
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758
$873K 0.01%
27,083
-500
759
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18,264
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760
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3,718
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761
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21,194
-116,523
762
$864K 0.01%
49,053
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763
$861K 0.01%
58,655
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764
$853K 0.01%
44,381
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765
$849K 0.01%
66,203
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766
$848K 0.01%
109,888
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8,597
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769
$846K 0.01%
33,050
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770
$833K 0.01%
62,690
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771
$827K 0.01%
9,932
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772
$825K 0.01%
160,429
-1,992
773
$822K 0.01%
78,009
+4,411
774
$821K 0.01%
5,379
+365
775
$820K 0.01%
38,965
+6,699
29 30
31
32 33