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
901
$2.05M 0.01%
9,303
902
$2.04M 0.01%
60,694
-237
903
$2.04M 0.01%
31,399
+1,510
904
$2.04M 0.01%
194,584
-11,320
905
$2.02M 0.01%
932,390
+257,562
906
$2.02M 0.01%
14,322
907
$2.02M 0.01%
18,941
-25,974
908
$2.01M 0.01%
16,851
+271
909
$2.01M 0.01%
+4,311
910
$2.01M 0.01%
120,204
+7,353
911
$2.01M 0.01%
14,677
-240
912
$2.01M 0.01%
20,557
+2,749
913
$1.99M ﹤0.01%
98,885
-14,748
914
$1.98M ﹤0.01%
35,427
+4,680
915
$1.98M ﹤0.01%
58,998
-177
916
$1.97M ﹤0.01%
55,335
-6,681
917
$1.97M ﹤0.01%
12,998
+1,836
918
$1.97M ﹤0.01%
42,898
-890
919
$1.95M ﹤0.01%
31,524
+24,329
920
$1.94M ﹤0.01%
10,013
+969
921
$1.94M ﹤0.01%
14,561
+8
922
$1.93M ﹤0.01%
8,517
+761
923
$1.93M ﹤0.01%
26,966
+2,973
924
$1.93M ﹤0.01%
42,002
+6,677
925
$1.92M ﹤0.01%
36,119
-33,876
35 36
37
38 39