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
701
$3.58M 0.01%
150,312
-4,008
702
$3.56M 0.01%
69,365
-912
703
$3.54M 0.01%
203,001
-4,592
704
$3.51M 0.01%
66,147
-18,158
705
$3.51M 0.01%
92,573
+401
706
$3.49M 0.01%
239,052
+11,229
707
$3.49M 0.01%
53,400
+1,463
708
$3.46M 0.01%
213,632
+2,299
709
$3.46M 0.01%
225,211
+81,739
710
$3.45M 0.01%
9,436
+372
711
$3.45M 0.01%
91,318
-23,492
712
$3.45M 0.01%
32,295
-4,354
713
$3.44M 0.01%
15,629
+10,955
714
$3.43M 0.01%
93,687
-4,056
715
$3.43M 0.01%
105,055
+3,278
716
$3.37M 0.01%
21,654
+4,450
717
$3.34M 0.01%
8,083
-1,279
718
$3.33M 0.01%
20,602
+6,122
719
$3.33M 0.01%
48,411
-3,547
720
$3.31M 0.01%
25,248
+1,008
721
$3.31M 0.01%
39,402
+4,378
722
$3.31M 0.01%
62,781
+14,321
723
$3.31M 0.01%
8,299
+223
724
$3.29M 0.01%
53,484
-32,880
725
$3.29M 0.01%
9,753
+140
27 28
29
30 31