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
151
$20M 0.19%
672,940
-30,420
152
$19.8M 0.19%
427,269
+156,084
153
$19.8M 0.19%
366,576
+8,834
154
$19.6M 0.19%
+701,145
155
$19.4M 0.19%
+341,180
156
$19.2M 0.18%
72,989
-63,743
157
$19.2M 0.18%
345,345
+20,461
158
$18.9M 0.18%
275,138
-342,444
159
$18.8M 0.18%
565,999
-13,390
160
$18.8M 0.18%
72,087
+13,409
161
$18.7M 0.18%
185,860
+174,035
162
$18.6M 0.18%
253,728
-2,382
163
$18.6M 0.18%
350,935
+321,403
164
$18.6M 0.18%
352,978
-20,726
165
$18M 0.17%
793,652
-55,435
166
$17.1M 0.16%
166,758
+19,775
167
$17.1M 0.16%
270,920
-4,312
168
$16.8M 0.16%
373,953
+360,562
169
$16.7M 0.16%
149,690
-22,768
170
$16.5M 0.16%
156,082
-4,806
171
$16.3M 0.16%
1,211,037
+64,518
172
$16.1M 0.15%
153,743
+10,636
173
$16.1M 0.15%
+252,379
174
$16.1M 0.15%
143,938
+4,692
175
$15.9M 0.15%
187,472
+16,416
5 6
7
8 9