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
851
$2.27M 0.01%
32,985
+848
852
$2.26M 0.01%
28,931
+1,153
853
$2.26M 0.01%
65,277
-69,347
854
$2.25M 0.01%
22,674
+12,328
855
$2.25M 0.01%
546,447
+53,020
856
$2.25M 0.01%
15,060
+1,950
857
$2.24M 0.01%
89,890
-21,129
858
$2.24M 0.01%
106,023
-708
859
$2.24M 0.01%
+70,346
860
$2.23M 0.01%
71,160
-40,997
861
$2.23M 0.01%
30,132
-2,434
862
$2.23M 0.01%
65,029
-392
863
$2.22M 0.01%
35,378
+942
864
$2.22M 0.01%
45,337
-2,375
865
$2.21M 0.01%
100,739
+1,395
866
$2.21M 0.01%
+9,369
867
$2.21M 0.01%
11,399
-300
868
$2.19M 0.01%
47,970
+4,637
869
$2.19M 0.01%
168,021
+7,775
870
$2.19M 0.01%
18,419
-11,249
871
$2.18M 0.01%
35,055
-19,731
872
$2.18M 0.01%
28,503
+9,121
873
$2.17M 0.01%
39,442
+2,775
874
$2.17M 0.01%
85,800
+682
875
$2.17M 0.01%
31,614
-1,827
33 34
35
36 37