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
101
$89.7M 0.22%
1,807,134
-21,444
102
$88.1M 0.22%
870,946
-35,218
103
$87.1M 0.22%
1,139,184
+93,823
104
$85.6M 0.21%
440,126
-151,740
105
$84.8M 0.21%
1,368,371
+2,419
106
$84.7M 0.21%
680,786
+33,330
107
$84M 0.21%
437,952
+19,225
108
$83.4M 0.21%
289,872
+8,189
109
$83.2M 0.21%
240,101
+2,893
110
$83.1M 0.21%
202,576
-5,140
111
$81M 0.2%
633,676
+15,836
112
$80.9M 0.2%
775,697
+154
113
$79.8M 0.2%
441,834
+46,324
114
$79.4M 0.2%
178,537
+636
115
$79.2M 0.2%
333,146
-4,524
116
$78.4M 0.19%
369,183
-29,561
117
$78.3M 0.19%
2,496,560
+69,964
118
$78.3M 0.19%
443,295
-74,598
119
$77.9M 0.19%
746,616
+17,116
120
$77.5M 0.19%
370,201
+9,950
121
$77.1M 0.19%
289,415
+9,618
122
$76.9M 0.19%
259,427
+113,107
123
$76.9M 0.19%
1,440,682
+16,845
124
$76.9M 0.19%
835,507
+14,828
125
$76.6M 0.19%
706,922
+27,509
3 4
5
6 7