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
$2.3M﹤0.01% 144,283
+4,104
+3%
+$65.4K
$2.29M﹤0.01% 50,056
-990
-2%
-$45.3K
$2.28M﹤0.01% 14,282
+6,039
+73%
+$965K
$2.27M﹤0.01% 264,473
-2,905
-1%
-$25K
$2.27M﹤0.01% 116,943
-9,602
-8%
-$187K
$2.27M﹤0.01% 32,069
+1,810
+6%
+$128K
$2.26M﹤0.01% 40,130
+9,798
+32%
+$552K
$2.25M﹤0.01% 20,667
+770
+4%
+$83.7K
$2.24M﹤0.01% 9,611
+303
+3%
+$70.8K
$2.23M﹤0.01% 59,069
-460
-0.8%
-$17.4K
$2.23M﹤0.01% 9,782
-992
-9%
-$226K
$2.22M﹤0.01% 27,306
-838
-3%
-$68.3K
$2.22M﹤0.01% 42,548
-20,564
-33%
-$1.07M
$2.2M﹤0.01% 57,368
+13,211
+30%
+$506K
$2.2M﹤0.01% 36,926
-336
-0.9%
-$20K
$2.18M﹤0.01%
+10,919
New
+$2.18M
$2.18M﹤0.01% 14,206
+4
+0%
+$613
$2.17M﹤0.01% 28,903
+278
+1%
+$20.9K
$2.17M﹤0.01% 109,729
+4,630
+4%
+$91.5K
$2.17M﹤0.01% 38,684
-9,402
-20%
-$527K
$2.17M﹤0.01% 55,267
+4,960
+10%
+$194K
$2.16M﹤0.01% 392,851
+32,384
+9%
+$178K
$2.14M﹤0.01% 12,554
-5,077
-29%
-$867K
$2.14M﹤0.01% 195,874
+8,465
+5%
+$92.4K
$2.11M﹤0.01% 155,041
+33,196
+27%
+$452K