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
1051
$303K ﹤0.01%
+63,062
1052
$300K ﹤0.01%
7,880
+3,185
1053
$300K ﹤0.01%
9,275
-5,237
1054
$298K ﹤0.01%
4,393
-471
1055
$298K ﹤0.01%
10,418
-454
1056
$297K ﹤0.01%
15,725
+4,550
1057
$293K ﹤0.01%
12,946
-24,440
1058
$292K ﹤0.01%
+12,879
1059
$292K ﹤0.01%
10,990
+410
1060
$292K ﹤0.01%
61,100
1061
$291K ﹤0.01%
18,770
-17,740
1062
$290K ﹤0.01%
4,720
+90
1063
$284K ﹤0.01%
36,782
-2,000
1064
$284K ﹤0.01%
11,838
-5,510
1065
$281K ﹤0.01%
3,911
-2,428
1066
$281K ﹤0.01%
4,354
-121
1067
$281K ﹤0.01%
4,020
1068
$280K ﹤0.01%
6,502
-746
1069
$279K ﹤0.01%
2,628
-4,254
1070
$274K ﹤0.01%
1,337
+94
1071
$273K ﹤0.01%
6,254
-4,676
1072
$273K ﹤0.01%
7,012
+354
1073
$271K ﹤0.01%
+9,057
1074
$271K ﹤0.01%
82,227
+57,577
1075
$270K ﹤0.01%
15,747
-2,982
41 42
43
44 45