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
951
$440K ﹤0.01%
29,551
+764
952
$438K ﹤0.01%
10,172
-4,489
953
$437K ﹤0.01%
18,557
-16,978
954
$435K ﹤0.01%
5,634
+52
955
$432K ﹤0.01%
11,008
-10,961
956
$430K ﹤0.01%
33,932
+10,875
957
$429K ﹤0.01%
30,968
+542
958
$429K ﹤0.01%
11,099
-1,072
959
$428K ﹤0.01%
3,079
-1,155
960
$428K ﹤0.01%
5,066
+107
961
$426K ﹤0.01%
7,690
962
$423K ﹤0.01%
5,955
+170
963
$419K ﹤0.01%
23,021
+140
964
$418K ﹤0.01%
9,044
+1,336
965
$418K ﹤0.01%
12,400
-1,000
966
$418K ﹤0.01%
4,860
-599
967
$418K ﹤0.01%
5,769
+1,933
968
$416K ﹤0.01%
16,505
-66
969
$416K ﹤0.01%
9,843
+325
970
$414K ﹤0.01%
16,082
-14,468
971
$414K ﹤0.01%
5,418
+5
972
$413K ﹤0.01%
16,970
+90
973
$410K ﹤0.01%
19,359
-13,750
974
$409K ﹤0.01%
8,515
975
$408K ﹤0.01%
171,495
+254
37 38
39
40 41