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
276
$24.8M 0.06%
276,565
+1,820
277
$24.8M 0.06%
149,637
-604
278
$24.6M 0.06%
1,376,178
-59,744
279
$24.3M 0.06%
633,778
-59,696
280
$24.2M 0.06%
426,004
+2,258
281
$24.1M 0.06%
199,030
+53,585
282
$24M 0.06%
253,253
-11,904
283
$24M 0.06%
92,546
-6,235
284
$23.8M 0.06%
149,491
+2,475
285
$23.7M 0.06%
71,663
-36,421
286
$23.6M 0.06%
531,851
-13,678
287
$23.6M 0.06%
223,278
-17,231
288
$23.5M 0.06%
86,466
-160
289
$23.3M 0.06%
279,594
-9,127
290
$23M 0.06%
99,566
+2,201
291
$22.9M 0.06%
178,415
+3,996
292
$22.8M 0.06%
209,784
-47,617
293
$22.8M 0.06%
867,033
+86,010
294
$22.5M 0.06%
310,359
-1,317
295
$22.3M 0.06%
294,562
-3,942
296
$22.2M 0.05%
108,288
+13,427
297
$22.1M 0.05%
117,518
-11,257
298
$22M 0.05%
78,678
+5,287
299
$21.5M 0.05%
260,460
-15,427
300
$21.5M 0.05%
277,323
+9,739
10 11
12
13 14