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
1826
– –
-23,740
1827
– –
-5,393
1828
– –
-219,500
1829
– –
-16,516
1830
– –
-18,874
1831
– –
-34,860
1832
– –
-12,029
1833
– –
-73,855
1834
– –
-12,628
1835
– –
-645
1836
– –
-21,649
1837
– –
-11,203
1838
– –
-2,154
1839
– –
-261,236
1840
– –
-207,964
1841
– –
-166,305
1842
– –
-3,084
1843
– –
-3,348
1844
– –
-200,961
1845
– –
-2,056
1846
– –
-51,256
1847
– –
-11,510
1848
– –
-184,136
1849
– –
-11,754
1850
– –
-768
72 73
74
75 76