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
301
$21.3M 0.05%
197,569
-63,238
302
$21.2M 0.05%
395,140
+40,900
303
$21.1M 0.05%
562,829
-16,896
304
$21M 0.05%
264,699
-9,286
305
$20.9M 0.05%
467,533
+58,184
306
$20.8M 0.05%
330,628
-13,065
307
$20.7M 0.05%
312,013
+111,236
308
$20.6M 0.05%
156,519
-14,160
309
$20.4M 0.05%
156,772
+178
310
$20.2M 0.05%
170,143
-8,073
311
$19.6M 0.05%
111,749
+162
312
$19.6M 0.05%
194,714
+14,819
313
$19.5M 0.05%
91,026
-6,835
314
$19.4M 0.05%
95,683
-5,260
315
$19.2M 0.05%
160,775
+4,061
316
$19.2M 0.05%
126,932
+25,179
317
$19M 0.05%
233,786
+19,318
318
$19M 0.05%
126,973
+13,020
319
$18.9M 0.05%
279,604
+6,176
320
$18.9M 0.05%
89,722
+11,882
321
$18.8M 0.05%
43,265
+28,477
322
$18.8M 0.05%
90,213
-1,125
323
$18.8M 0.05%
61,331
-1,342
324
$18.8M 0.05%
282,841
-6,600
325
$18.7M 0.05%
137,004
+81,806
11 12
13
14 15