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
$1.51M﹤0.01% 16,433
+10,410
+173%
+$957K
$1.51M﹤0.01%
+90,864
New
+$1.51M
$1.5M﹤0.01% 1,113
+5
+0.5%
+$6.75K
$1.5M﹤0.01% 24,655
-2,555
-9%
-$156K
$1.5M﹤0.01% 120,695
-723
-0.6%
-$8.98K
$1.5M﹤0.01% 32,887
-2,031
-6%
-$92.6K
$1.49M﹤0.01% 82,771
+2,695
+3%
+$48.7K
$1.49M﹤0.01% 287,055
+8,713
+3%
+$45.3K
$1.49M﹤0.01% 39,559
-219
-0.6%
-$8.26K
$1.49M﹤0.01% 68,750
+5,949
+9%
+$129K
$1.49M﹤0.01% 148,864
+1,366
+0.9%
+$13.6K
$1.48M﹤0.01% 208,302
+34,891
+20%
+$248K
$1.48M﹤0.01% 30,453
+1,631
+6%
+$79.2K
$1.48M﹤0.01% 46,934
+22,027
+88%
+$693K
$1.48M﹤0.01% 66,390
+3,482
+6%
+$77.5K
$1.46M﹤0.01% 54,666
-2,573
-5%
-$68.9K
$1.46M﹤0.01% 30,144
-996
-3%
-$48.2K
$1.46M﹤0.01% 96,066
-1,328
-1%
-$20.1K
$1.43M﹤0.01% 25,344
-2,337
-8%
-$132K
$1.43M﹤0.01% 14,942
+113
+0.8%
+$10.8K
$1.43M﹤0.01% 23,488
-11,887
-34%
-$724K
$1.43M﹤0.01%
+41,326
New
+$1.43M
$1.43M﹤0.01% 6,803
-181
-3%
-$38K
$1.43M﹤0.01% 19,060
+345
+2%
+$25.8K
$1.42M﹤0.01% 28,376
-2,330
-8%
-$116K