BAIRD FINANCIAL GROUP, INC.

MILWAUKEE, WI How do I update this listing?

Baird Financial Group is based out of Milwaukee. Their last reported 13F filing for Q4 2019 included $27,857,669,000 in managed 13F securities and a top 10 holdings concentration of 20.42%. Baird Financial Group's largest holding is Apple Inc with shares held of 3,512,241. Whalewisdom has at least 20 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $27.858 Billion
  • Prior Market Value $25.389 Billion
  • New Purchases90 stocks
  • Additional Purchases686 stocks
  • Sold out of87 stocks
  • Reduced holdings in661 stocks
  • Top 10 Holdings % 20.42 %
  • Turnover % [1]:11.75%
  • Turnover Alt % [2]: 4.99 %
  • Time Held Top20:10.40 quarters
  • Time Held Top10:9.60 quarters
  • Time Held All:10.82 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 6.77%
Performance Last 4 Quarters: 25.65%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Baird Financial Corporation
BAIRD ROBERT W CO INC /WI/
Hilliard Lyons Trust Company, LLC
RiverFront Investment Group, LLC
Strategas Asset Management, LLC

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