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
801
$754K 0.01%
49,878
+7,603
802
$752K 0.01%
44,592
+11,279
803
$751K 0.01%
31,330
-134
804
$750K 0.01%
95,993
-1,372
805
$750K 0.01%
17,578
-250
806
$749K 0.01%
6,049
807
$746K 0.01%
58,954
-16,695
808
$743K 0.01%
42,140
-67,055
809
$742K 0.01%
21,306
+2,760
810
$741K 0.01%
10,570
-136
811
$740K 0.01%
15,807
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812
$739K 0.01%
20,055
-25,940
813
$738K 0.01%
27,485
+900
814
$737K 0.01%
47,966
+4,192
815
$733K 0.01%
26,608
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816
$730K 0.01%
43,456
+15,434
817
$719K 0.01%
37,548
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818
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25,105
-50
819
$716K 0.01%
21,294
+1,298
820
$714K 0.01%
3,610
-4,607
821
$711K 0.01%
25,932
-3,011
822
$710K 0.01%
33,515
-5,254
823
$709K 0.01%
12,335
+180
824
$708K 0.01%
37,987
+2,799
825
$705K 0.01%
147,541
+4,950
31 32
33
34 35