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
1101
$250K ﹤0.01%
20,709
1102
$249K ﹤0.01%
7,152
-13,410
1103
$249K ﹤0.01%
5,999
-525
1104
$240K ﹤0.01%
25,600
1105
$239K ﹤0.01%
13,209
1106
$236K ﹤0.01%
2,753
-1,756
1107
$236K ﹤0.01%
35,800
1108
$235K ﹤0.01%
15,261
-19,198
1109
$235K ﹤0.01%
2,217
+69
1110
$234K ﹤0.01%
14,786
+10,476
1111
$234K ﹤0.01%
1,277
1112
$234K ﹤0.01%
28,689
+3,548
1113
$233K ﹤0.01%
4,303
1114
$232K ﹤0.01%
+19,711
1115
$231K ﹤0.01%
3,231
-697
1116
$231K ﹤0.01%
8,028
1117
$231K ﹤0.01%
22,476
1118
$229K ﹤0.01%
+3,221
1119
$229K ﹤0.01%
2,745
1120
$226K ﹤0.01%
9,856
1121
$226K ﹤0.01%
6,123
-268
1122
$225K ﹤0.01%
2,097
+5
1123
$224K ﹤0.01%
+5,350
1124
$224K ﹤0.01%
14,728
+2,902
1125
$223K ﹤0.01%
18,633
+1,592
43 44
45
46 47