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
1201
$61K ﹤0.01%
3,529
-11,724
1202
$54K ﹤0.01%
+1,000
1203
$52K ﹤0.01%
20,598
-1,730
1204
$50K ﹤0.01%
10,535
1205
$47K ﹤0.01%
11,272
-1,000
1206
$46K ﹤0.01%
15,172
+3,772
1207
$41K ﹤0.01%
5,040
1208
$40K ﹤0.01%
250
-211
1209
$32K ﹤0.01%
+3,115
1210
$24K ﹤0.01%
42,607
1211
$17K ﹤0.01%
733
1212
$11K ﹤0.01%
772
1213
$10K ﹤0.01%
10,784
+100
1214
$6K ﹤0.01%
11,200
-306,207
1215
$4K ﹤0.01%
10
+5
1216
– –
-13,461
1217
– –
-23,400
1218
– –
-14,797
1219
– –
-12,708
1220
– –
-23,919
1221
– –
-52,306
1222
– –
-111,165
1223
– –
-137,329
1224
– –
-12,500
1225
– –
-21,345
47 48
49
50 51