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
151
$63.2M 0.16%
527,736
+7,189
152
$62.9M 0.16%
527,431
+112,664
153
$62.8M 0.16%
1,131,506
+15,442
154
$62.3M 0.15%
557,748
+10,544
155
$62.3M 0.15%
1,060,521
+10,746
156
$61.9M 0.15%
1,033,209
+27,725
157
$61.9M 0.15%
337,335
+17,116
158
$61.6M 0.15%
306,721
+5,167
159
$61.1M 0.15%
753,928
+137,398
160
$60.9M 0.15%
138,029
-5,193
161
$60.7M 0.15%
776,409
-16,937
162
$60.6M 0.15%
1,294,244
-57,842
163
$58.9M 0.15%
884,943
+36,835
164
$58.6M 0.14%
874,344
-37,149
165
$58.3M 0.14%
447,721
+9,335
166
$57.9M 0.14%
949,416
+384,944
167
$57.7M 0.14%
349,536
+30,146
168
$56.8M 0.14%
358,624
+2,309
169
$56.8M 0.14%
374,204
+2,057
170
$56.7M 0.14%
782,236
+2,098
171
$56.4M 0.14%
348,002
+63,601
172
$56.1M 0.14%
804,860
+17,944
173
$55.8M 0.14%
518,374
+5,782
174
$55.2M 0.14%
1,630,520
+45,235
175
$55.2M 0.14%
2,237,027
+48,657
5 6
7
8 9