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
1026
$341K ﹤0.01%
11,715
1027
$339K ﹤0.01%
12,519
+741
1028
$339K ﹤0.01%
18,375
-11,475
1029
$339K ﹤0.01%
6,738
+2,370
1030
$338K ﹤0.01%
33,173
+1,334
1031
$338K ﹤0.01%
6,488
-676
1032
$338K ﹤0.01%
4,982
+1,470
1033
$336K ﹤0.01%
17,850
+300
1034
$334K ﹤0.01%
4,445
-27
1035
$331K ﹤0.01%
2,415
1036
$330K ﹤0.01%
1,497
1037
$326K ﹤0.01%
11,902
+1,468
1038
$324K ﹤0.01%
18,749
+3,195
1039
$323K ﹤0.01%
25,113
+253
1040
$322K ﹤0.01%
13,428
-2,842
1041
$322K ﹤0.01%
20,600
-1,033
1042
$319K ﹤0.01%
400
1043
$317K ﹤0.01%
6,870
+20
1044
$316K ﹤0.01%
18,947
1045
$315K ﹤0.01%
2,809
-8
1046
$314K ﹤0.01%
17,974
1047
$310K ﹤0.01%
5,735
-18,337
1048
$304K ﹤0.01%
18,199
-2,142
1049
$304K ﹤0.01%
7,689
-300
1050
$303K ﹤0.01%
8,823
+2,373
40 41
42
43 44