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
1001
$367K ﹤0.01%
11,032
+394
1002
$364K ﹤0.01%
10,751
+374
1003
$363K ﹤0.01%
6,041
+290
1004
$363K ﹤0.01%
22,502
-3,715
1005
$362K ﹤0.01%
29,367
-13,609
1006
$362K ﹤0.01%
70,300
-1,000
1007
$360K ﹤0.01%
2,836
-400
1008
$360K ﹤0.01%
6,961
+425
1009
$360K ﹤0.01%
630,032
-5,000
1010
$359K ﹤0.01%
+7,587
1011
$358K ﹤0.01%
14,650
-312,881
1012
$358K ﹤0.01%
3,641
-268
1013
$357K ﹤0.01%
+47,102
1014
$355K ﹤0.01%
11,329
-3,886
1015
$352K ﹤0.01%
21,570
-34,276
1016
$352K ﹤0.01%
+395,760
1017
$352K ﹤0.01%
24,642
-11,191
1018
$349K ﹤0.01%
4,286
+25
1019
$348K ﹤0.01%
+14,741
1020
$348K ﹤0.01%
6,964
+219
1021
$348K ﹤0.01%
11,055
+327
1022
$348K ﹤0.01%
23,436
+4,693
1023
$347K ﹤0.01%
7,572
-3,739
1024
$344K ﹤0.01%
12,700
-924
1025
$341K ﹤0.01%
47,838
+2,885
39 40
41
42 43