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
876
$583K 0.01%
8,930
+1,848
877
$582K 0.01%
61,800
-12,150
878
$582K 0.01%
33,126
879
$579K 0.01%
13,826
+4,305
880
$575K 0.01%
+11,705
881
$574K 0.01%
57,389
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882
$573K 0.01%
8,606
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883
$571K 0.01%
6,140
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884
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885
$569K 0.01%
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886
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13,516
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887
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60,356
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$564K 0.01%
5,146
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889
$563K 0.01%
17,630
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890
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9,374
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891
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892
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893
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77,114
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894
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11,940
-2,082
895
$552K 0.01%
4,828
896
$552K 0.01%
9,476
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897
$551K 0.01%
11,382
+2,633
898
$549K 0.01%
84,134
899
$548K 0.01%
8,622
-57,588
900
$545K 0.01%
6,375
+868
34 35
36
37 38