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
451
$9.51M 0.02%
141,759
+39,284
452
$9.42M 0.02%
372,492
+126,735
453
$9.39M 0.02%
53,990
+1,690
454
$9.3M 0.02%
187,686
-9,765
455
$9.29M 0.02%
125,463
+17,929
456
$9.26M 0.02%
28,451
+3,948
457
$9.26M 0.02%
150,743
+72,589
458
$9.24M 0.02%
155,856
-733
459
$9.23M 0.02%
16,506
+1,015
460
$9.21M 0.02%
194,117
-6,778
461
$9.17M 0.02%
151,479
+7,932
462
$9.13M 0.02%
126,361
+6,401
463
$9.08M 0.02%
153,140
+4,026
464
$9.07M 0.02%
217,240
+21,971
465
$9.05M 0.02%
158,198
-3,821
466
$8.9M 0.02%
79,115
+56
467
$8.9M 0.02%
86,377
+4,401
468
$8.84M 0.02%
130,790
-53,060
469
$8.83M 0.02%
186,757
+663
470
$8.8M 0.02%
153,413
+1,385
471
$8.77M 0.02%
222,544
-37,885
472
$8.7M 0.02%
105,560
+4,054
473
$8.7M 0.02%
87,127
+706
474
$8.69M 0.02%
85,736
+4,204
475
$8.67M 0.02%
54,509
-686
17 18
19
20 21