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
251
$29.3M 0.07%
351,544
+35,792
252
$29M 0.07%
897,915
+5,757
253
$29M 0.07%
796,440
+12,581
254
$28.9M 0.07%
155,998
-7,463
255
$28.3M 0.07%
258,158
+154,770
256
$27.9M 0.07%
1,439,262
+75,569
257
$27.8M 0.07%
239,114
-55,491
258
$27.4M 0.07%
2,864,550
-63,481
259
$27.3M 0.07%
273,785
+5,601
260
$27.2M 0.07%
855,462
+318,955
261
$27.2M 0.07%
108,614
+20,023
262
$26.9M 0.07%
213,508
+120,648
263
$26.8M 0.07%
306,637
+22,095
264
$26.8M 0.07%
87,858
+9,565
265
$26.7M 0.07%
312,921
+4,984
266
$26.7M 0.07%
230,559
-90,762
267
$26.7M 0.07%
448,409
+16,643
268
$26.5M 0.07%
105,875
+4,470
269
$26.4M 0.07%
714,932
+140,098
270
$26.3M 0.07%
508,722
+41,286
271
$26M 0.06%
301,845
+14,743
272
$25.8M 0.06%
53,691
+3,576
273
$25.5M 0.06%
36,529
+18,345
274
$25.2M 0.06%
104,682
-12,194
275
$25.1M 0.06%
1,095,156
+140,797
9 10
11
12 13