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
1176
$155K ﹤0.01%
14,365
-1,000
1177
$154K ﹤0.01%
+498
1178
$148K ﹤0.01%
10,210
-1,000
1179
$140K ﹤0.01%
100,100
1180
$129K ﹤0.01%
12,400
-2,500
1181
$126K ﹤0.01%
11,900
1182
$121K ﹤0.01%
11,373
+500
1183
$120K ﹤0.01%
+10,337
1184
$118K ﹤0.01%
10,750
1185
$113K ﹤0.01%
+22,000
1186
$112K ﹤0.01%
11,048
+48
1187
$112K ﹤0.01%
+10,850
1188
$104K ﹤0.01%
10,087
1189
$104K ﹤0.01%
641
-34
1190
$104K ﹤0.01%
13,420
1191
$100K ﹤0.01%
11,600
1192
$99K ﹤0.01%
1,361
+160
1193
$98K ﹤0.01%
11,998
-3,377
1194
$95K ﹤0.01%
40
+2
1195
$87K ﹤0.01%
10,000
1196
$84K ﹤0.01%
11,553
-275
1197
$83K ﹤0.01%
6,056
-4,047
1198
$75K ﹤0.01%
1,670
1199
$74K ﹤0.01%
12,509
+95
1200
$62K ﹤0.01%
3,747
-18,317