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
1126
$222K ﹤0.01%
2,939
1127
$221K ﹤0.01%
4,469
+273
1128
$220K ﹤0.01%
+5,915
1129
$220K ﹤0.01%
4,818
1130
$220K ﹤0.01%
14,600
-982
1131
$219K ﹤0.01%
16,725
-650
1132
$218K ﹤0.01%
250,000
1133
$217K ﹤0.01%
852
-138
1134
$217K ﹤0.01%
+8,400
1135
$216K ﹤0.01%
3,576
-138
1136
$216K ﹤0.01%
4,634
+8
1137
$215K ﹤0.01%
+2,085
1138
$214K ﹤0.01%
4,089
-550
1139
$214K ﹤0.01%
5,583
-4,655
1140
$213K ﹤0.01%
2,575
-240
1141
$213K ﹤0.01%
+14,417
1142
$213K ﹤0.01%
32,298
+3,966
1143
$210K ﹤0.01%
16,134
-281
1144
$210K ﹤0.01%
17,359
1145
$210K ﹤0.01%
1,286
+156
1146
$210K ﹤0.01%
4,451
-12,826
1147
$209K ﹤0.01%
20,194
1148
$208K ﹤0.01%
12,005
-104
1149
$208K ﹤0.01%
+4,066
1150
$207K ﹤0.01%
+10,151
44 45
46
47 48