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
1876
– –
-27,835
1877
– –
-5,572
1878
– –
-29,000
1879
– –
-313,093
1880
– –
-21,864
1881
– –
-34,699
1882
– –
-11,485
1883
– –
-7,961
1884
– –
-11,461
1885
– –
-18,529
1886
– –
-3,615
1887
– –
-24,034
1888
– –
-5,773
1889
– –
-2,183
1890
– –
-56,370
1891
– –
-6,463
1892
– –
-10,070
1893
– –
-24,007
1894
– –
-5,105
1895
– –
-14,432
1896
– –
-2,460
1897
– –
-49,211
1898
– –
-28,442
1899
– –
-19,120
1900
– –
-12,461
74 75
76
77 78