• 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
: 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.
: 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.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for BAIRD FINANCIAL GROUP, INC.
Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14
|Performance for Q4 2019:||5.59%|
|Performance Last 4 Quarters:||25.65%|
|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|
|Baird Financial Corporation|
|BAIRD ROBERT W CO INC /WI/|
|Hilliard Lyons Trust Company, LLC|
|RiverFront Investment Group, LLC|
|Strategas Asset Management, LLC|