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
651
$4.51M 0.01%
79,578
+432
652
$4.51M 0.01%
115,809
+100,327
653
$4.42M 0.01%
21,946
+1,102
654
$4.42M 0.01%
70,684
-580
655
$4.4M 0.01%
324,310
-209,338
656
$4.36M 0.01%
21,004
+6,950
657
$4.32M 0.01%
35,147
+7,833
658
$4.28M 0.01%
26,955
-1,297
659
$4.23M 0.01%
351,997
+15,704
660
$4.22M 0.01%
50,372
-25,026
661
$4.21M 0.01%
92,440
-455
662
$4.14M 0.01%
91,261
+10,009
663
$4.13M 0.01%
167,620
-22,957
664
$4.12M 0.01%
65,696
+14,069
665
$4.12M 0.01%
44,074
-4,686
666
$4.09M 0.01%
49,524
+2,417
667
$4.07M 0.01%
127,817
+2,153
668
$4.02M 0.01%
80,747
-54,903
669
$4.01M 0.01%
96,855
+4,643
670
$3.97M 0.01%
38,089
-1,776
671
$3.96M 0.01%
79,686
+14,388
672
$3.95M 0.01%
30,087
+20,644
673
$3.95M 0.01%
207,582
-8,917
674
$3.9M 0.01%
74,953
-15,388
675
$3.9M 0.01%
17,639
-3,301
25 26
27
28 29