Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $51.9B
This Quarter Return
-0.33%
1 Year Return
+10.86%
3 Year Return
+36.6%
5 Year Return
+154.72%
10 Year Return
+266.25%
AUM
$51.9B
AUM Growth
-$352M
Cap. Flow
+$568M
Cap. Flow %
1.09%
Top 10 Hldgs %
24.11%
Holding
1,852
New
106
Increased
784
Reduced
776
Closed
99

Sector Composition

1Technology16.93%
2Financials14.36%
3Industrials10.31%
4Consumer Discretionary8.43%
5Healthcare7.57%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2.51M﹤0.01% 36,834
+750
+2%
+$51K
$2.51M﹤0.01% 62,606
-1,500
-2%
-$60K
$2.49M﹤0.01% 69,868
-36,855
-35%
-$1.31M
$2.49M﹤0.01% 14,461
-3,595
-20%
-$619K
$2.47M﹤0.01% 37,248
+18,893
+103%
+$1.25M
$2.45M﹤0.01% 9,347
-422
-4%
-$110K
$2.44M﹤0.01% 152,481
+776
+0.5%
+$12.4K
$2.44M﹤0.01% 31,264
-595
-2%
-$46.4K
$2.44M﹤0.01% 100,634
-652
-0.6%
-$15.8K
$2.43M﹤0.01% 27,259
+15,223
+126%
+$1.35M
$2.4M﹤0.01%
+92,423
New
+$2.4M
$2.39M﹤0.01% 77,590
+36,609
+89%
+$1.13M
$2.38M﹤0.01% 76,537
+6,557
+9%
+$204K
$2.38M﹤0.01% 10,217
-1,225
-11%
-$286K
$2.38M﹤0.01% 201,408
+8,914
+5%
+$105K
$2.38M﹤0.01% 35,461
+60
+0.2%
+$4.02K
$2.37M﹤0.01% 42,815
-219
-0.5%
-$12.1K
$2.36M﹤0.01% 9,534
-1,112
-10%
-$275K
$2.36M﹤0.01% 47,350
+362
+0.8%
+$18K
$2.35M﹤0.01% 46,238
+303
+0.7%
+$15.4K
$2.34M﹤0.01% 27,506
+343
+1%
+$29.2K
$2.34M﹤0.01% 45,496
+1,502
+3%
+$77.2K
$2.34M﹤0.01% 22,806
-448
-2%
-$45.9K
$2.33M﹤0.01% 102,554
+72,954
+246%
+$1.66M
$2.32M﹤0.01% 95,332
+41,627
+78%
+$1.01M