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
$330K﹤0.01% 8,320
+309
+4%
+$12.3K
$328K﹤0.01% 13,213
-533
-4%
-$13.2K
$326K﹤0.01% 18,117
+1,500
+9%
+$27K
$325K﹤0.01% 28,524
-9,989
-26%
-$114K
$324K﹤0.01% 14,508
+663
+5%
+$14.8K
$321K﹤0.01% 283,745
$318K﹤0.01% 4,372
-24
-0.6%
-$1.75K
$317K﹤0.01% 5,284
-1,692
-24%
-$101K
$316K﹤0.01% 3,954
+38
+1%
+$3.04K
$316K﹤0.01% 2,961
-152
-5%
-$16.2K
$316K﹤0.01% 6,038
+636
+12%
+$33.3K
$314K﹤0.01% 10,320
-28
-0.3%
-$851
$312K﹤0.01% 3,735
-57
-2%
-$4.77K
$312K﹤0.01% 4,893
-34,667
-88%
-$2.21M
$312K﹤0.01% 9,408
+720
+8%
+$23.9K
$311K﹤0.01% 2,563
-550
-18%
-$66.8K
$310K﹤0.01% 3,711
+105
+3%
+$8.78K
$310K﹤0.01% 5,465
-16,779
-75%
-$953K
$310K﹤0.01% 1,576
-7,995
-84%
-$1.57M
$310K﹤0.01% 14,603
$308K﹤0.01% 4,815
$308K﹤0.01% 3,483
+226
+7%
+$20K
$307K﹤0.01% 2,096
-126
-6%
-$18.5K
$307K﹤0.01% 12,094
+2,370
+24%
+$60.2K
$307K﹤0.01% 3,323
+1
+0%
+$92