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
$1.17M﹤0.01% 42,542
+121
+0.3%
+$3.31K
$1.16M﹤0.01%
+75,771
New
+$1.16M
$1.16M﹤0.01% 16,671
-971
-6%
-$67.6K
$1.16M﹤0.01%
+117,637
New
+$1.16M
$1.15M﹤0.01% 6,162
-1,342
-18%
-$251K
$1.15M﹤0.01% 107,388
-36,513
-25%
-$392K
$1.15M﹤0.01% 50,856
$1.15M﹤0.01% 27,964
+1,948
+7%
+$79.8K
$1.14M﹤0.01% 49,275
-1,792
-4%
-$41.4K
$1.14M﹤0.01% 146,371
+21,556
+17%
+$167K
$1.13M﹤0.01% 12,448
-6,141
-33%
-$559K
$1.13M﹤0.01% 4,296
+7
+0.2%
+$1.84K
$1.12M﹤0.01% 17,136
-20
-0.1%
-$1.31K
$1.12M﹤0.01% 30,044
-214
-0.7%
-$7.95K
$1.12M﹤0.01% 15,624
-42,557
-73%
-$3.04M
$1.12M﹤0.01% 51,815
-14,562
-22%
-$314K
$1.1M﹤0.01% 7,857
-1
-0%
-$140
$1.1M﹤0.01%
+9,833
New
+$1.1M
$1.1M﹤0.01% 9,744
-160
-2%
-$18K
$1.1M﹤0.01% 14,916
-36,497
-71%
-$2.69M
$1.1M﹤0.01% 8,299
-5,338
-39%
-$706K
$1.1M﹤0.01% 56,826
+972
+2%
+$18.7K
$1.09M﹤0.01% 43,490
+32,484
+295%
+$817K
$1.09M﹤0.01%
+18,052
New
+$1.09M
$1.09M﹤0.01% 20,060
-14,294
-42%
-$777K