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
751
$3.02M 0.01%
1,479
-8
752
$3.02M 0.01%
20,977
+82
753
$3.02M 0.01%
43,805
+28,000
754
$3.01M 0.01%
14,047
-8,613
755
$3.01M 0.01%
52,973
+1,946
756
$3M 0.01%
26,369
+14,257
757
$2.99M 0.01%
31,094
+982
758
$2.98M 0.01%
23,257
-3,584
759
$2.98M 0.01%
25,420
-537
760
$2.97M 0.01%
21,263
-165
761
$2.96M 0.01%
299,024
-5,881
762
$2.95M 0.01%
25,390
+16,771
763
$2.95M 0.01%
10,709
-418
764
$2.94M 0.01%
57,035
+25,628
765
$2.92M 0.01%
15,034
-73
766
$2.92M 0.01%
60,015
+786
767
$2.89M 0.01%
32,703
-1,676
768
$2.88M 0.01%
88,140
-18,936
769
$2.88M 0.01%
39,968
-16,244
770
$2.87M 0.01%
27,875
-11,051
771
$2.86M 0.01%
172,255
+22,882
772
$2.85M 0.01%
48,521
-546
773
$2.84M 0.01%
150,975
+10,720
774
$2.83M 0.01%
39,894
-1,178
775
$2.82M 0.01%
43,925
-1,090
29 30
31
32 33