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
$733K﹤0.01% 78,637
-1,222
-2%
-$11.4K
$730K﹤0.01% 71,784
-159
-0.2%
-$1.62K
$728K﹤0.01% 123,264
+53,441
+77%
+$316K
$727K﹤0.01% 8,681
-119
-1%
-$9.97K
$725K﹤0.01% 7,507
+649
+9%
+$62.6K
$723K﹤0.01%
+30,958
New
+$723K
$722K﹤0.01% 28,454
-608
-2%
-$15.4K
$721K﹤0.01% 3,976
+740
+23%
+$134K
$720K﹤0.01% 8,372
-1,938
-19%
-$167K
$718K﹤0.01% 12,790
$717K﹤0.01%
+19,647
New
+$717K
$716K﹤0.01% 5,727
+1,336
+30%
+$167K
$714K﹤0.01% 69,350
+50,328
+265%
+$518K
$711K﹤0.01% 6,454
-13,758
-68%
-$1.52M
$707K﹤0.01% 6,213
+230
+4%
+$26.2K
$701K﹤0.01% 11,517
+4,373
+61%
+$266K
$697K﹤0.01% 3,478
+260
+8%
+$52.1K
$694K﹤0.01% 24,800
+769
+3%
+$21.5K
$691K﹤0.01% 8,143
-161
-2%
-$13.7K
$688K﹤0.01% 92,646
-78,827
-46%
-$586K
$677K﹤0.01% 36,343
+8,351
+30%
+$155K
$676K﹤0.01% 43,062
-3,522
-8%
-$55.3K
$675K﹤0.01% 5,219
-165
-3%
-$21.4K
$673K﹤0.01% 93,782
-63,119
-40%
-$453K
$671K﹤0.01% 54,855
+10,893
+25%
+$133K