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
$487K﹤0.01% 14,651
$483K﹤0.01% 51,462
-1
+0%
-$9
$481K﹤0.01% 6,506
-30
-0.5%
-$2.22K
$481K﹤0.01% 2,187
-15
-0.7%
-$3.3K
$481K﹤0.01% 3,279
-20
-0.6%
-$2.93K
$479K﹤0.01%
+4,380
New
+$479K
$477K﹤0.01% 2,971
-155
-5%
-$24.9K
$476K﹤0.01% 19,200
-615
-3%
-$15.2K
$475K﹤0.01% 36,795
-625
-2%
-$8.08K
$473K﹤0.01% 4,793
+1,131
+31%
+$112K
$473K﹤0.01% 4,338
-19
-0.4%
-$2.07K
$469K﹤0.01% 45,734
+19,914
+77%
+$204K
$469K﹤0.01% 6,102
+113
+2%
+$8.69K
$468K﹤0.01% 5,543
-171
-3%
-$14.4K
$467K﹤0.01% 294,000
$466K﹤0.01% 7,713
-9,426
-55%
-$570K
$464K﹤0.01% 14,862
$464K﹤0.01% 45,532
+1
+0%
+$10
$463K﹤0.01% 8,690
-2
-0%
-$107
$461K﹤0.01% 4,894
+28
+0.6%
+$2.64K
$460K﹤0.01% 4,065
+125
+3%
+$14.1K
$454K﹤0.01% 6,845
+1,684
+33%
+$112K
$453K﹤0.01% 1,230
-2
-0.2%
-$737
$453K﹤0.01% 11,809
-296
-2%
-$11.3K
$452K﹤0.01%
+36,786
New
+$452K