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
1851
– –
-14,349
1852
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-7,357
1853
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-1,447
1854
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-9,234
1855
– –
-94,835
1856
– –
-2,183
1857
– –
-56,370
1858
– –
-6,463
1859
– –
-10,070
1860
– –
-24,007
1861
– –
-5,105
1862
– –
-14,432
1863
– –
-2,460
1864
– –
-49,211
1865
– –
-28,442
1866
– –
-19,120
1867
– –
-12,461
1868
– –
-23,441
1869
– –
-7,651
1870
– –
-10,833
1871
– –
-19,088
1872
– –
-5,352
1873
– –
-15,883
1874
– –
-2,218
1875
– –
-6,470
73 74
75
76 77