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
776
$819K 0.01%
9,597
-125
777
$818K 0.01%
21,223
+875
778
$814K 0.01%
46,672
+1,208
779
$813K 0.01%
9,402
+492
780
$811K 0.01%
84,550
+41,000
781
$807K 0.01%
69,426
+5,311
782
$807K 0.01%
8,883
-6,800
783
$802K 0.01%
64,920
-1,269
784
$800K 0.01%
35,392
+309
785
$796K 0.01%
58,380
-6,354
786
$793K 0.01%
51,700
+1,932
787
$793K 0.01%
17,626
-156
788
$790K 0.01%
34,903
-1,545
789
$785K 0.01%
30,475
+4,950
790
$783K 0.01%
8,226
+568
791
$778K 0.01%
13,464
+5,076
792
$777K 0.01%
12,402
+3,653
793
$776K 0.01%
29,235
+5,610
794
$766K 0.01%
21,296
+4,420
795
$764K 0.01%
+27,523
796
$760K 0.01%
32,180
-1,000
797
$760K 0.01%
48,088
+1,858
798
$759K 0.01%
+12,207
799
$756K 0.01%
+8,692
800
$755K 0.01%
5,650