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
$409K﹤0.01% 4,037
-697
-15%
-$70.7K
$409K﹤0.01% 4,127
-17
-0.4%
-$1.69K
$409K﹤0.01% 31,159
+902
+3%
+$11.8K
$408K﹤0.01% 38,079
+10,416
+38%
+$112K
$408K﹤0.01% 4,112
+115
+3%
+$11.4K
$407K﹤0.01% 8,156
+1,156
+17%
+$57.6K
$406K﹤0.01% 4,287
+1,015
+31%
+$96.2K
$401K﹤0.01% 2,485
$398K﹤0.01% 4,565
+303
+7%
+$26.4K
$398K﹤0.01%
+11,554
New
+$398K
$397K﹤0.01% 1,221
-100
-8%
-$32.6K
$396K﹤0.01% 11,911
-1,533
-11%
-$51K
$396K﹤0.01% 1,596
$395K﹤0.01% 2,256
-67
-3%
-$11.7K
$394K﹤0.01% 6,778
-156
-2%
-$9.07K
$390K﹤0.01% 3,428
-2
-0.1%
-$228
$388K﹤0.01% 9,367
+2,394
+34%
+$99K
$387K﹤0.01% 2,568
-24
-0.9%
-$3.61K
$386K﹤0.01% 7,503
-388
-5%
-$20K
$386K﹤0.01% 4,133
-503
-11%
-$47K
$386K﹤0.01% 8,821
-63,689
-88%
-$2.78M
$385K﹤0.01% 1,709
+121
+8%
+$27.3K
$385K﹤0.01% 7,524
+169
+2%
+$8.65K
$384K﹤0.01% 2,972
$383K﹤0.01%
+20,837
New
+$383K