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
176
$15.8M 0.15%
210,885
+191,865
177
$15.2M 0.15%
238,311
-15,741
178
$15.1M 0.14%
153,479
+36,910
179
$15M 0.14%
237,572
-10
180
$15M 0.14%
366,625
-402,522
181
$14.8M 0.14%
344,129
+27,075
182
$14.8M 0.14%
183,213
-21,010
183
$14.7M 0.14%
504,536
-22,207
184
$14.5M 0.14%
141,729
+10,548
185
$14.4M 0.14%
53,665
+4,678
186
$14M 0.13%
289,425
-122,925
187
$14M 0.13%
477,657
-243,235
188
$13.5M 0.13%
105,275
-289,773
189
$13.4M 0.13%
115,716
-2,076
190
$13.3M 0.13%
162,464
-1,166
191
$13.2M 0.13%
323,647
+24,984
192
$13M 0.12%
187,707
+34,901
193
$12.6M 0.12%
77,217
+35,795
194
$12.3M 0.12%
152,331
+13,853
195
$12.2M 0.12%
143,610
+14,510
196
$12.1M 0.12%
897,092
+192,090
197
$12.1M 0.12%
191,361
+22,432
198
$11.9M 0.11%
160,606
-18,224
199
$11.6M 0.11%
34,055
-799
200
$11.6M 0.11%
247,673
-49,938
6 7
8
9 10