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
676
$3.9M 0.01%
311,961
+72,934
677
$3.89M 0.01%
44,677
-12,737
678
$3.89M 0.01%
29,442
-3,229
679
$3.86M 0.01%
23,131
+1,188
680
$3.86M 0.01%
136,608
-4,803
681
$3.85M 0.01%
41,146
+1,372
682
$3.83M 0.01%
77,309
+1,721
683
$3.83M 0.01%
16,272
-265
684
$3.81M 0.01%
264,082
-777
685
$3.8M 0.01%
28,347
+2,537
686
$3.8M 0.01%
45,882
-4,050
687
$3.8M 0.01%
60,525
-838
688
$3.8M 0.01%
32,203
-541
689
$3.8M 0.01%
379,475
+1,255
690
$3.79M 0.01%
426,989
+1,749
691
$3.77M 0.01%
44,046
+7,878
692
$3.76M 0.01%
92,267
+4,913
693
$3.71M 0.01%
155,864
+27,310
694
$3.69M 0.01%
62,112
-24,441
695
$3.69M 0.01%
279,071
+37,039
696
$3.66M 0.01%
280,350
+48,003
697
$3.66M 0.01%
27,647
+8,344
698
$3.64M 0.01%
33,904
-2,161
699
$3.62M 0.01%
45,049
-591
700
$3.61M 0.01%
49,288
+4,048
26 27
28
29 30