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
401
$12.4M 0.03%
444,283
+30,695
402
$12.4M 0.03%
30,364
-1,724
403
$12.2M 0.03%
109,213
-6,969
404
$12.2M 0.03%
143,695
-2,204
405
$12.2M 0.03%
204,709
-47,920
406
$11.9M 0.03%
418,553
+129,056
407
$11.8M 0.03%
696,904
+147,842
408
$11.8M 0.03%
129,994
+8,279
409
$11.7M 0.03%
157,779
+261
410
$11.7M 0.03%
186,284
-19,654
411
$11.7M 0.03%
76,414
-40,795
412
$11.6M 0.03%
310,700
-125,570
413
$11.6M 0.03%
159,915
+3,775
414
$11.5M 0.03%
45,271
+167
415
$11.5M 0.03%
92,698
+8,544
416
$11.4M 0.03%
31,273
-1,478
417
$11.3M 0.03%
100,134
-20,613
418
$11.2M 0.03%
82,241
+26,282
419
$11.1M 0.03%
55,887
-8,839
420
$11.1M 0.03%
144,182
+2,410
421
$11.1M 0.03%
361,531
+11,568
422
$11.1M 0.03%
32,015
+1,000
423
$11.1M 0.03%
87,775
+11,872
424
$11.1M 0.03%
129,265
+44,088
425
$11M 0.03%
221,464
+9,585
15 16
17
18 19