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
76
$38M 0.36%
241,013
+5,749
77
$36.6M 0.35%
1,351,636
+931,088
78
$36.5M 0.35%
283,630
+111,535
79
$36.3M 0.35%
1,465,644
+233,579
80
$36.3M 0.35%
271,928
+6,742
81
$35.7M 0.34%
271,069
+266,603
82
$34.9M 0.33%
864,191
+635,059
83
$34.7M 0.33%
1,066,947
-27,796
84
$34.3M 0.33%
707,683
-14,408
85
$34.1M 0.33%
404,948
-8,786
86
$33.7M 0.32%
464,976
-3,883
87
$33.5M 0.32%
1,638,295
+180,636
88
$32.9M 0.31%
430,242
+11,359
89
$32.5M 0.31%
845,448
+156,948
90
$32.2M 0.31%
770,436
+43,120
91
$32.2M 0.31%
494,308
+8,426
92
$32.1M 0.31%
281,014
-12,267
93
$31.9M 0.3%
2,079,645
-51,150
94
$31.7M 0.3%
563,250
+11,166
95
$31.6M 0.3%
462,509
+13,948
96
$31.6M 0.3%
681,618
+1,049
97
$31.6M 0.3%
1,329,586
-33,727
98
$31.5M 0.3%
+712,577
99
$31.2M 0.3%
668,676
+64,511
100
$31.1M 0.3%
347,408
+319,212
2 3
4
5 6