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
976
$406K ﹤0.01%
13,585
-8,097
977
$404K ﹤0.01%
52,821
-272
978
$401K ﹤0.01%
9,264
+1,472
979
$399K ﹤0.01%
29,131
-2,227
980
$397K ﹤0.01%
17,864
+1,590
981
$393K ﹤0.01%
4,615
-255,419
982
$393K ﹤0.01%
4,705
-148
983
$389K ﹤0.01%
3,509
-171
984
$388K ﹤0.01%
9,523
-105,196
985
$388K ﹤0.01%
20,800
+300
986
$387K ﹤0.01%
5,833
+83
987
$386K ﹤0.01%
725
-16
988
$385K ﹤0.01%
5,332
+531
989
$385K ﹤0.01%
9,782
+310
990
$385K ﹤0.01%
467
-31
991
$384K ﹤0.01%
21,416
+1,843
992
$380K ﹤0.01%
3,065
+994
993
$379K ﹤0.01%
6,328
-1,200
994
$379K ﹤0.01%
10,984
-10,809
995
$379K ﹤0.01%
9,612
-375
996
$378K ﹤0.01%
7,904
-3,918
997
$372K ﹤0.01%
23,425
+670
998
$371K ﹤0.01%
7,602
-1
999
$368K ﹤0.01%
10,672
+108
1000
$368K ﹤0.01%
6,351
+267
38 39
40
41 42