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
776
$2.82M 0.01%
311,865
+13,037
777
$2.81M 0.01%
41,020
+46
778
$2.81M 0.01%
88,719
+41,975
779
$2.81M 0.01%
18,614
-34
780
$2.8M 0.01%
97,862
+27,064
781
$2.76M 0.01%
7,080
+187
782
$2.76M 0.01%
54,266
+1,191
783
$2.74M 0.01%
55,973
+563
784
$2.74M 0.01%
20,616
-4,175
785
$2.74M 0.01%
38,213
+14,002
786
$2.74M 0.01%
13,327
-201
787
$2.74M 0.01%
34,578
+1,398
788
$2.73M 0.01%
50,206
-4,648
789
$2.72M 0.01%
198,417
+112,258
790
$2.71M 0.01%
78,927
+1,347
791
$2.71M 0.01%
91,270
-18,967
792
$2.7M 0.01%
23,724
-3,908
793
$2.67M 0.01%
67,022
+7,415
794
$2.67M 0.01%
65,483
+9,366
795
$2.67M 0.01%
12,899
-18
796
$2.67M 0.01%
44,069
-2,701
797
$2.65M 0.01%
30,410
+279
798
$2.63M 0.01%
8,761
+127
799
$2.63M 0.01%
5,829
800
$2.61M 0.01%
60,611
-799
30 31
32
33 34