Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
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
1
$236M 2.26%
2,388,577
-312,076
2
$221M 2.12%
8,125,368
+823,072
3
$195M 1.87%
1,280,411
-118,945
4
$163M 1.56%
4,537,032
+172,190
5
$152M 1.45%
2,747,123
+118,621
6
$150M 1.44%
1,505,061
-138,781
7
$149M 1.43%
1,811,895
+57,114
8
$148M 1.41%
1,364,854
+36,914
9
$128M 1.22%
2,238,349
+64,610
10
$125M 1.2%
884,445
+14,185
11
$124M 1.19%
1,212,108
+14,224
12
$102M 0.97%
2,494,960
-57,428
13
$99.3M 0.95%
1,935,454
-60,814
14
$99.2M 0.95%
1,186,308
+17,565
15
$98.4M 0.94%
3,326,328
-33,629
16
$96.5M 0.92%
1,011,186
+74,304
17
$95.2M 0.91%
463,157
+17,759
18
$88.6M 0.85%
3,112,776
+907,309
19
$81.4M 0.78%
1,682,826
+109,676
20
$79.2M 0.76%
1,950,921
+756,817
21
$72.9M 0.7%
1,782,843
+320,441
22
$68.6M 0.66%
1,336,026
+1,900
23
$67.8M 0.65%
682,342
+4,515
24
$64.9M 0.62%
2,032,682
-28,473
25
$63.7M 0.61%
1,245,109
+339,255
1
2 3 4 5