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
101
$30.6M 0.29%
1,166,465
+728,570
102
$30.2M 0.29%
268,256
+217,682
103
$29.7M 0.28%
375,953
+326,960
104
$29.2M 0.28%
765,000
+84,480
105
$29.1M 0.28%
291,184
+53,951
106
$28.9M 0.28%
314,628
+97
107
$28.9M 0.28%
227,314
+8,951
108
$28.8M 0.28%
717,546
-4,488
109
$28.8M 0.28%
529,352
+25,795
110
$28.7M 0.28%
252,713
+36,701
111
$28.5M 0.27%
517,011
+147,534
112
$27.8M 0.27%
310,124
+7,213
113
$27.8M 0.27%
416,079
+411,282
114
$27.6M 0.26%
213,935
+4,861
115
$27M 0.26%
236,851
-8,467
116
$26.6M 0.25%
859,213
+543,037
117
$26.5M 0.25%
210,867
-6,845
118
$26.3M 0.25%
+1,702,820
119
$26.3M 0.25%
427,965
-93,816
120
$26.3M 0.25%
472,667
+129,557
121
$26M 0.25%
726,955
+63,185
122
$25.8M 0.25%
878,754
+855,948
123
$25.7M 0.25%
659,206
+98,739
124
$25.6M 0.24%
230,705
+74,504
125
$25.6M 0.24%
346,572
+31,811
3 4
5
6 7