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 15.23%
2 Industrials 11.89%
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
1226
– –
-12,708
1227
– –
-18,312
1228
– –
-19,692
1229
– –
-4,299
1230
– –
-13,288
1231
– –
-39,826
1232
– –
-3,485
1233
– –
-5,004
1234
– –
-65,392
1235
– –
-23,916
1236
– –
-21,013
1237
– –
-17,974
1238
– –
-19,500
1239
– –
-3,131
1240
– –
-43,018
1241
– –
-13,461
1242
– –
-23,400
1243
– –
-14,797
1244
– –
-23,919
1245
– –
-52,306
1246
– –
-111,165
1247
– –
-52,870
1248
– –
-12,254
1249
– –
-43,919
1250
– –
-28,061
48 49
50
51 52