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
501
$7.79M 0.02%
42,514
+26,107
502
$7.78M 0.02%
6,542
+122
503
$7.77M 0.02%
199,433
-15,625
504
$7.74M 0.02%
58,391
+8,814
505
$7.71M 0.02%
106,812
-18,005
506
$7.7M 0.02%
57,765
+1,117
507
$7.67M 0.02%
5,846
+818
508
$7.66M 0.02%
59,778
-549
509
$7.61M 0.02%
68,663
-4,574
510
$7.55M 0.02%
248,650
-261,146
511
$7.52M 0.02%
129,188
+30,701
512
$7.5M 0.02%
70,572
+10,164
513
$7.49M 0.02%
404,944
+8,542
514
$7.48M 0.02%
122,716
-643
515
$7.45M 0.02%
107,549
+809
516
$7.45M 0.02%
156,518
+1,595
517
$7.42M 0.02%
56,412
-29,815
518
$7.4M 0.02%
135,780
-15,707
519
$7.37M 0.02%
104,373
-29,085
520
$7.36M 0.02%
66,378
-236
521
$7.36M 0.02%
61,295
+405
522
$7.34M 0.02%
389,028
+54,717
523
$7.3M 0.02%
14,870
+57
524
$7.28M 0.02%
247,667
-11,645
525
$7.27M 0.02%
42,302
+7,300
19 20
21
22 23