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
426
$10.9M 0.03%
107,020
+14,625
427
$10.9M 0.03%
248,630
+35,691
428
$10.8M 0.03%
69,028
+1,987
429
$10.8M 0.03%
100,532
+341
430
$10.8M 0.03%
4,585
+88
431
$10.8M 0.03%
513,554
+106,704
432
$10.7M 0.03%
130,396
+1,159
433
$10.5M 0.03%
201,133
+5,107
434
$10.5M 0.03%
273,924
+53,908
435
$10.5M 0.03%
103,775
+5,659
436
$10.4M 0.03%
180,897
+41,593
437
$10.4M 0.03%
183,891
+879
438
$10.2M 0.03%
258,766
-24,452
439
$10.1M 0.03%
2,412
+188
440
$10.1M 0.02%
46,591
-1,880
441
$10.1M 0.02%
132,600
+5,190
442
$10M 0.02%
87,895
+1,180
443
$10M 0.02%
195,433
+3,888
444
$10M 0.02%
165,927
+4,529
445
$10M 0.02%
169,059
+131,279
446
$9.97M 0.02%
108,852
+2,461
447
$9.8M 0.02%
122,289
+45,326
448
$9.69M 0.02%
131,464
+12,381
449
$9.65M 0.02%
264,370
-347
450
$9.52M 0.02%
341,480
+323,410
16 17
18
19 20