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
126
$25.2M 0.24%
440,356
-346,510
127
$25M 0.24%
391,396
+4,972
128
$24.8M 0.24%
636,830
+93,778
129
$24.5M 0.23%
2,342,141
+13,777
130
$24.4M 0.23%
396,842
+51,066
131
$24M 0.23%
484,191
+434,114
132
$24M 0.23%
889,706
+325,806
133
$23.9M 0.23%
844,963
+53,050
134
$23.9M 0.23%
417,305
+64,400
135
$23.2M 0.22%
112,372
-6,967
136
$23.1M 0.22%
1,010,625
+97,830
137
$22.6M 0.22%
999,944
-13,731
138
$22.5M 0.22%
714,366
+266,243
139
$22.4M 0.21%
776,500
-101,170
140
$22.2M 0.21%
147,918
+23,927
141
$22M 0.21%
163,266
-4,084
142
$21.7M 0.21%
409,922
-270,645
143
$21.6M 0.21%
208,044
+32,297
144
$21.4M 0.2%
147,813
+8,631
145
$21.2M 0.2%
386,618
-4,910
146
$21M 0.2%
497,835
-24,698
147
$20.9M 0.2%
285,407
-6,987
148
$20.6M 0.2%
244,863
+12,292
149
$20.6M 0.2%
+267,069
150
$20.1M 0.19%
921,565
+350,860
4 5
6
7 8