Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.5B
AUM Growth
-$2.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,968
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M
2
+$43.1M
3
+$41.9M
4
JKHY icon
Jack Henry & Associates
JKHY
+$40.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$40.4M

Top Sells

1
+$85.6M
2
+$84.4M
3
+$48.2M
4
DECK icon
Deckers Outdoor
DECK
+$46.5M
5
LH icon
Labcorp
LH
+$44.8M

Sector Composition

1 Technology 19.25%
2 Financials 12.13%
3 Healthcare 11.27%
4 Industrials 9.74%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35.9M 0.09%
252,853
+14,860
227
$34.9M 0.09%
73,956
+4,535
228
$34.4M 0.09%
376,363
+168,051
229
$34.4M 0.09%
148,735
+10,731
230
$34.4M 0.08%
287,852
+3,096
231
$34.3M 0.08%
334,751
+10,014
232
$34.1M 0.08%
106,766
-24,389
233
$34.1M 0.08%
696,622
+14,231
234
$34.1M 0.08%
115,967
+8,491
235
$33.6M 0.08%
1,768,430
+152,045
236
$33.6M 0.08%
465,379
+461,977
237
$33.3M 0.08%
759,379
+48,563
238
$33.1M 0.08%
154,794
+27,926
239
$32.7M 0.08%
512,422
+36,420
240
$32.4M 0.08%
344,489
-51,932
241
$32.1M 0.08%
215,750
+4,749
242
$31.8M 0.08%
111,830
+110,954
243
$31.2M 0.08%
376,516
-6,308
244
$30.4M 0.08%
1,398,684
+40,338
245
$30.4M 0.08%
293,046
+16,242
246
$30.2M 0.07%
401,998
-1,122,621
247
$29.9M 0.07%
92,694
+7,304
248
$29.7M 0.07%
60,647
+76
249
$29.6M 0.07%
460,300
+23,282
250
$29.4M 0.07%
562,457
-42,073
8 9
10
11 12