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
1076
$270K ﹤0.01%
7,369
+44
1077
$269K ﹤0.01%
4,725
+250
1078
$268K ﹤0.01%
6,023
-45
1079
$268K ﹤0.01%
7,506
-2,246
1080
$268K ﹤0.01%
+12,820
1081
$268K ﹤0.01%
14,520
+2,850
1082
$267K ﹤0.01%
4,100
+140
1083
$266K ﹤0.01%
+6,479
1084
$266K ﹤0.01%
41,066
-1,520
1085
$266K ﹤0.01%
+6,585
1086
$262K ﹤0.01%
28,378
-6,945
1087
$262K ﹤0.01%
10,653
-1,688
1088
$261K ﹤0.01%
8,476
-106
1089
$260K ﹤0.01%
6,642
-812
1090
$260K ﹤0.01%
18,641
1091
$258K ﹤0.01%
18,000
+3,250
1092
$258K ﹤0.01%
15,158
1093
$256K ﹤0.01%
17,017
1094
$256K ﹤0.01%
15,625
-2,200
1095
$255K ﹤0.01%
+9,766
1096
$253K ﹤0.01%
8,300
-52
1097
$253K ﹤0.01%
24,351
+850
1098
$252K ﹤0.01%
9,064
+64
1099
$252K ﹤0.01%
17,821
-2,375
1100
$250K ﹤0.01%
+5,970
42 43
44
45 46