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
201
$11.5M 0.11%
125,896
-43,574
202
$11.3M 0.11%
127,696
-124,559
203
$11.1M 0.11%
365,016
-8,950
204
$11M 0.11%
176,242
-1,539
205
$10.8M 0.1%
177,081
-126,167
206
$10.8M 0.1%
217,577
+24,134
207
$10.8M 0.1%
+1,319,256
208
$10.8M 0.1%
182,628
+4,407
209
$10.7M 0.1%
134,154
+3,002
210
$10.7M 0.1%
50
211
$10.6M 0.1%
284,144
+121,808
212
$10.4M 0.1%
303,389
-149,918
213
$10.4M 0.1%
257,649
-32,079
214
$10.3M 0.1%
635,682
-30,360
215
$10.3M 0.1%
163,602
-35,627
216
$10.2M 0.1%
164,676
+2,386
217
$10.2M 0.1%
352,468
+14,932
218
$10.2M 0.1%
225,670
+4,715
219
$10.1M 0.1%
78,113
+9,558
220
$10M 0.1%
131,227
-11,996
221
$9.99M 0.1%
176,406
+1,598
222
$9.8M 0.09%
48,356
-804
223
$9.68M 0.09%
90,888
-2,639
224
$9.66M 0.09%
128,853
+24,218
225
$9.66M 0.09%
89,540
+7,661
7 8
9
10 11