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
126
$76.4M 0.19%
497,611
+22,497
127
$75.6M 0.19%
731,733
+13,470
128
$74.2M 0.18%
298,592
-964
129
$73.9M 0.18%
400,611
-10,177
130
$73.9M 0.18%
219,005
+905
131
$73.8M 0.18%
257,810
-5,819
132
$71.8M 0.18%
107,460
+3,662
133
$71.8M 0.18%
401,124
+7,477
134
$71.7M 0.18%
164,479
+65,529
135
$71.4M 0.18%
267,241
-3,390
136
$70.9M 0.18%
155,569
+12,232
137
$70.6M 0.17%
636,668
+14,981
138
$69.7M 0.17%
640,762
+40,766
139
$69.6M 0.17%
138,486
+2,798
140
$69.4M 0.17%
584,194
+17,378
141
$68.5M 0.17%
1,808,138
-37,645
142
$67.5M 0.17%
848,252
+31,032
143
$66.5M 0.16%
209,312
-27,194
144
$66.1M 0.16%
674,633
+148,963
145
$66.1M 0.16%
252,397
+63,526
146
$65.8M 0.16%
1,787,462
+229,244
147
$64.8M 0.16%
344,311
+12,910
148
$64.6M 0.16%
2,040,500
-513,600
149
$64.6M 0.16%
1,282,105
+26,043
150
$63.6M 0.16%
254,492
-3,421
4 5
6
7 8