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
476
$8.62M 0.02%
119,248
-3,979
477
$8.52M 0.02%
51,446
+1,626
478
$8.49M 0.02%
115,609
-8,513
479
$8.48M 0.02%
225,076
+11,050
480
$8.47M 0.02%
166,098
-99,588
481
$8.44M 0.02%
338,812
+10,375
482
$8.38M 0.02%
95,477
+4,122
483
$8.36M 0.02%
145,921
+2,474
484
$8.34M 0.02%
60,849
-1,661
485
$8.32M 0.02%
180,467
-1,745
486
$8.29M 0.02%
182,509
+105,380
487
$8.23M 0.02%
103,558
+17,086
488
$8.16M 0.02%
286,867
+76,912
489
$8.13M 0.02%
325,464
+259,411
490
$8.02M 0.02%
60,957
-25,771
491
$8.02M 0.02%
115,733
+8,803
492
$8M 0.02%
165,065
-18,850
493
$7.99M 0.02%
265,045
+17,417
494
$7.99M 0.02%
422,379
+48,134
495
$7.98M 0.02%
25,698
-3,484
496
$7.96M 0.02%
57,408
+17,460
497
$7.94M 0.02%
115,285
+76,644
498
$7.92M 0.02%
31,908
+234
499
$7.84M 0.02%
57,188
-1,805
500
$7.82M 0.02%
766,142
+25,906
18 19
20
21 22