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
551
$6.27M 0.02%
57,929
+3,710
552
$6.25M 0.02%
156,356
+14,796
553
$6.2M 0.02%
212,615
+12,036
554
$6.18M 0.02%
64,225
-2,878
555
$6.16M 0.02%
348,895
+150,624
556
$6.08M 0.02%
135,243
+12,455
557
$6.08M 0.02%
173,326
-63,951
558
$6.05M 0.02%
300,427
+30,438
559
$6.05M 0.02%
55,757
-1,666
560
$6.05M 0.02%
57,457
+268
561
$6.04M 0.01%
80,810
+2,047
562
$6M 0.01%
216,705
-34,736
563
$6M 0.01%
25,021
+10,833
564
$5.93M 0.01%
58,315
-5,930
565
$5.93M 0.01%
114,874
+7,731
566
$5.93M 0.01%
86,670
-177,155
567
$5.92M 0.01%
42,756
+2,497
568
$5.91M 0.01%
70,524
+6,695
569
$5.88M 0.01%
31,838
-298
570
$5.84M 0.01%
29,185
-5,190
571
$5.79M 0.01%
127,034
+12,302
572
$5.76M 0.01%
184,776
+9,270
573
$5.72M 0.01%
53,217
-279
574
$5.71M 0.01%
18,924
+1,924
575
$5.71M 0.01%
133,591
+12,120
21 22
23
24 25