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
26
$273M 0.67%
5,967,480
+123,735
27
$270M 0.67%
5,086,208
+86,955
28
$256M 0.63%
1,152,027
-28,407
29
$254M 0.63%
1,660,734
+54,712
30
$246M 0.61%
3,000,776
+71,349
31
$246M 0.61%
1,878,454
+20,030
32
$241M 0.59%
532,989
-18,621
33
$240M 0.59%
2,028,505
+18,316
34
$238M 0.59%
1,463,366
-23,538
35
$235M 0.58%
5,693,316
-70,491
36
$218M 0.54%
838,129
-40,321
37
$213M 0.53%
1,269,601
+25,460
38
$210M 0.52%
584,826
-12,411
39
$210M 0.52%
462,432
+18,309
40
$208M 0.51%
4,498,969
-66,191
41
$202M 0.5%
3,341,440
+7,484
42
$196M 0.48%
955,842
+407
43
$193M 0.48%
2,782,634
-22,911
44
$191M 0.47%
2,454,625
+132,492
45
$189M 0.47%
846,740
+84,542
46
$189M 0.47%
2,303,664
+102,724
47
$187M 0.46%
1,267,279
+20,456
48
$185M 0.46%
6,764,650
+135,460
49
$182M 0.45%
508,409
-2,983
50
$165M 0.41%
1,948,222
+67,147
1
2
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