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
1801
– –
-16,141
1802
– –
-39,590
1803
– –
-13,840
1804
– –
-2,070
1805
– –
-13,000
1806
– –
-19,588
1807
– –
-13,095
1808
– –
-1,732
1809
– –
-66,683
1810
– –
-14,174
1811
– –
-9,234
1812
– –
-94,835
1813
– –
-1,711
1814
– –
-823
1815
– –
-16,563
1816
– –
-6,438
1817
– –
-23,740
1818
– –
-5,393
1819
– –
-219,500
1820
– –
-16,516
1821
– –
-18,874
1822
– –
-34,860
1823
– –
-12,029
1824
– –
-73,855
1825
– –
-12,628
71 72
73
74 75