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
$618K﹤0.01% 60,914
+64
+0.1%
+$649
$617K﹤0.01% 27,046
-27,148
-50%
-$619K
$616K﹤0.01% 4,798
-50
-1%
-$6.42K
$616K﹤0.01% 4,917
-79
-2%
-$9.89K
$616K﹤0.01% 3,082
+879
+40%
+$176K
$615K﹤0.01% 27,859
$615K﹤0.01% 12,600
-51
-0.4%
-$2.49K
$615K﹤0.01% 1,236
-16
-1%
-$7.96K
$614K﹤0.01% 28,954
-923
-3%
-$19.6K
$612K﹤0.01%
+22,608
New
+$612K
$607K﹤0.01% 24,030
-161
-0.7%
-$4.07K
$605K﹤0.01% 116,349
+2,162
+2%
+$11.2K
$604K﹤0.01% 11,734
+5,003
+74%
+$257K
$600K﹤0.01% 28,525
+225
+0.8%
+$4.74K
$596K﹤0.01% 32,074
+9,500
+42%
+$177K
$596K﹤0.01% 26,348
+6,987
+36%
+$158K
$595K﹤0.01% 2,480
$594K﹤0.01% 24,525
-246
-1%
-$5.96K
$594K﹤0.01% 52,914
+2,169
+4%
+$24.3K
$593K﹤0.01% 323,943
+11,366
+4%
+$20.8K
$592K﹤0.01% 48,788
-274
-0.6%
-$3.32K
$592K﹤0.01% 14,130
-551
-4%
-$23.1K
$591K﹤0.01% 5,010
-532
-10%
-$62.8K
$590K﹤0.01% 7,355
+2,249
+44%
+$180K
$590K﹤0.01% 3,401
-31
-0.9%
-$5.37K