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
601
$5.32M 0.01%
218,064
-7,597
602
$5.29M 0.01%
107,138
+59,522
603
$5.25M 0.01%
465,525
+4,235
604
$5.2M 0.01%
48,310
+969
605
$5.2M 0.01%
78,024
+2,552
606
$5.17M 0.01%
106,038
-21,425
607
$5.13M 0.01%
22,648
-197,776
608
$5.13M 0.01%
11,810
+25
609
$5.11M 0.01%
96,236
+16,979
610
$5.04M 0.01%
56,044
+1,235
611
$5.04M 0.01%
56,107
-1,645
612
$5.04M 0.01%
37,856
+57
613
$5.04M 0.01%
225,080
+14,072
614
$5.03M 0.01%
51,292
-1,821
615
$5.02M 0.01%
250,118
-9,815
616
$4.98M 0.01%
101,282
+20,125
617
$4.96M 0.01%
190,274
+70,608
618
$4.92M 0.01%
161,837
-23,699
619
$4.92M 0.01%
71,351
+40,746
620
$4.89M 0.01%
69,372
+5,768
621
$4.88M 0.01%
28,427
+10,664
622
$4.88M 0.01%
172,422
+42,330
623
$4.87M 0.01%
129,775
+940
624
$4.87M 0.01%
196,526
+20,836
625
$4.86M 0.01%
59,127
+4,511
23 24
25
26 27