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
$589K﹤0.01% 7,019
-162
-2%
-$13.6K
$588K﹤0.01% 10,169
+140
+1%
+$8.1K
$587K﹤0.01%
+17,764
New
+$587K
$582K﹤0.01% 1,602
+401
+33%
+$146K
$582K﹤0.01% 90,093
+322
+0.4%
+$2.08K
$581K﹤0.01% 14,870
+6,000
+68%
+$235K
$579K﹤0.01% 8,031
-11,196
-58%
-$807K
$574K﹤0.01% 24,504
+5,552
+29%
+$130K
$573K﹤0.01% 25,913
-374
-1%
-$8.28K
$573K﹤0.01% 22,785
-159
-0.7%
-$4K
$569K﹤0.01% 7,997
+141
+2%
+$10K
$569K﹤0.01% 6,062
-222
-4%
-$20.8K
$564K﹤0.01% 14,298
+4,498
+46%
+$177K
$564K﹤0.01% 39,553
-37,063
-48%
-$528K
$560K﹤0.01% 15,624
+1,786
+13%
+$64K
$556K﹤0.01% 5,978
-1,555
-21%
-$145K
$551K﹤0.01% 4,281
-100
-2%
-$12.9K
$550K﹤0.01% 48,516
+29
+0.1%
+$329
$543K﹤0.01% 2,999
-253,250
-99%
-$45.8M
$541K﹤0.01% 13,843
-454
-3%
-$17.7K
$540K﹤0.01% 14,299
+2,523
+21%
+$95.3K
$539K﹤0.01%
+4,341
New
+$539K
$538K﹤0.01% 6,994
$537K﹤0.01% 19,000
-10,503
-36%
-$297K
$537K﹤0.01% 4,390
+1,028
+31%
+$126K