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
826
$2.4M 0.01%
46,989
+1,294
827
$2.4M 0.01%
40,711
-7,818
828
$2.4M 0.01%
54,120
+1,903
829
$2.4M 0.01%
74,115
-44,893
830
$2.39M 0.01%
33,375
+8,146
831
$2.39M 0.01%
63,563
+90
832
$2.37M 0.01%
7,753
+25
833
$2.36M 0.01%
81,515
-899
834
$2.36M 0.01%
42,080
+2,995
835
$2.36M 0.01%
15,104
-18
836
$2.36M 0.01%
138,756
+15,023
837
$2.35M 0.01%
13,867
-709
838
$2.35M 0.01%
12,379
+1,376
839
$2.35M 0.01%
12,699
-988
840
$2.34M 0.01%
61,199
+6,828
841
$2.34M 0.01%
741
+172
842
$2.33M 0.01%
68,896
+1,943
843
$2.32M 0.01%
22,562
-37
844
$2.31M 0.01%
+24,386
845
$2.3M 0.01%
+20,299
846
$2.28M 0.01%
49,998
-1,019,508
847
$2.28M 0.01%
51,881
+35
848
$2.28M 0.01%
39,450
-621
849
$2.27M 0.01%
19,947
-194
850
$2.27M 0.01%
99,162
+3,000
32 33
34
35 36