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
826
$701K 0.01%
36,326
-13,660
827
$700K 0.01%
38,193
+5,911
828
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17,377
829
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14,819
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830
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35,715
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831
$695K 0.01%
49,585
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832
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833
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42,934
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834
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24,818
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837
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838
$677K 0.01%
17,604
+64
839
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51,127
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840
$676K 0.01%
25,884
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65,500
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19,952
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12,933
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845
$663K 0.01%
17,024
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846
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13,995
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847
$660K 0.01%
38,106
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848
$660K 0.01%
14,565
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849
$659K 0.01%
21,971
+3,847
850
$652K 0.01%
25,266
-99,583
32 33
34
35 36