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
326
$18.5M 0.05%
53,635
+1,847
327
$18.5M 0.05%
104,944
+11,547
328
$18.4M 0.05%
41,165
-191,435
329
$18.3M 0.05%
558,994
+21,034
330
$18.3M 0.05%
235,521
-38,096
331
$18.1M 0.04%
1,236,963
-14,673
332
$18.1M 0.04%
72,120
+2,874
333
$17.7M 0.04%
93,602
+8,967
334
$17.6M 0.04%
138,287
+3,921
335
$17.5M 0.04%
78,763
+5,333
336
$17.5M 0.04%
140,167
-55,474
337
$17.5M 0.04%
173,716
-17,571
338
$17.2M 0.04%
318,112
+18,815
339
$17.1M 0.04%
50,313
+4,675
340
$17.1M 0.04%
445,637
+708
341
$17M 0.04%
164,993
+9,231
342
$17M 0.04%
258,653
-3,806
343
$17M 0.04%
92,766
+127
344
$16.9M 0.04%
690,884
+1,238
345
$16.7M 0.04%
233,064
+133,479
346
$16.7M 0.04%
103,271
+9,771
347
$16.6M 0.04%
360,069
+66,686
348
$16.6M 0.04%
39,842
-115
349
$16.6M 0.04%
123,139
-26,622
350
$16.4M 0.04%
331,144
+44,661
12 13
14
15 16