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
526
$7.26M 0.02%
37,106
-4,152
527
$7.25M 0.02%
1,063,679
+127,437
528
$7.22M 0.02%
610,624
+15,053
529
$7.12M 0.02%
73,531
+6,382
530
$7.06M 0.02%
197,976
-2,268
531
$7.05M 0.02%
201,044
+31,582
532
$7.05M 0.02%
5,319
-2,624
533
$6.99M 0.02%
190,286
+27,690
534
$6.96M 0.02%
66,040
-8,787
535
$6.9M 0.02%
180,693
536
$6.77M 0.02%
76,827
+9,210
537
$6.75M 0.02%
116,426
-10,599
538
$6.68M 0.02%
1,428,340
-53,809
539
$6.63M 0.02%
47,679
-1,765
540
$6.59M 0.02%
169,470
-3,104
541
$6.57M 0.02%
62,809
+25,004
542
$6.49M 0.02%
113,205
+40,713
543
$6.48M 0.02%
26,848
-463
544
$6.42M 0.02%
338,286
+19,720
545
$6.41M 0.02%
158,768
-12,855
546
$6.36M 0.02%
21,089
+481
547
$6.36M 0.02%
165,750
+1,961
548
$6.35M 0.02%
221,954
+12,668
549
$6.31M 0.02%
72,377
+68,834
550
$6.31M 0.02%
207,092
-5,645
20 21
22
23 24