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
76
$111M 0.27%
482,101
-7,351
77
$107M 0.26%
181,331
+643
78
$105M 0.26%
1,961,330
-16,495
79
$103M 0.25%
660,148
+10,938
80
$102M 0.25%
647,495
-178
81
$100M 0.25%
276,225
+14,223
82
$98.6M 0.24%
295,856
+5,435
83
$98.6M 0.24%
995,188
-66,337
84
$97.8M 0.24%
178,737
+2,522
85
$96.2M 0.24%
510,277
-11,449
86
$95.9M 0.24%
1,907,495
+69,793
87
$95.2M 0.24%
3,158,627
-549,065
88
$94.7M 0.23%
704,062
-152,233
89
$94.5M 0.23%
2,023,840
-486,030
90
$94.1M 0.23%
386,885
+8,640
91
$93.6M 0.23%
1,132,927
+60,851
92
$93.4M 0.23%
2,687,820
+2,199,196
93
$93.1M 0.23%
1,275,375
-58,254
94
$91.8M 0.23%
379,765
-51,173
95
$91.7M 0.23%
557,867
+10,987
96
$91.2M 0.23%
1,239,425
+54,609
97
$91.1M 0.23%
2,154,204
+24,630
98
$90.9M 0.22%
374,936
+7,642
99
$89.9M 0.22%
810,618
+36,436
100
$89.8M 0.22%
403,478
-47,220
2 3
4
5 6