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
626
$4.81M 0.01%
50,823
-1,273
627
$4.78M 0.01%
41,161
-28,477
628
$4.78M 0.01%
228,612
+211,663
629
$4.76M 0.01%
71,820
+719
630
$4.72M 0.01%
58,402
-1,829
631
$4.71M 0.01%
102,943
+47,803
632
$4.7M 0.01%
102,349
-44,893
633
$4.69M 0.01%
463,267
+30,043
634
$4.68M 0.01%
119,628
+4,380
635
$4.66M 0.01%
39,424
+15,971
636
$4.65M 0.01%
32,891
-3,585
637
$4.64M 0.01%
+84,493
638
$4.63M 0.01%
112,003
+3,209
639
$4.62M 0.01%
220,283
+57,654
640
$4.62M 0.01%
170,296
-135,425
641
$4.6M 0.01%
579,767
+226,509
642
$4.59M 0.01%
70,039
+461
643
$4.58M 0.01%
72,035
+1,419
644
$4.58M 0.01%
188,177
-4,215
645
$4.56M 0.01%
1,046,760
-2,373
646
$4.56M 0.01%
90,328
+50,567
647
$4.56M 0.01%
90,325
-19,204
648
$4.55M 0.01%
125,994
+4,007
649
$4.55M 0.01%
30,642
+2,622
650
$4.53M 0.01%
48,244
+8,128
24 25
26
27 28