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
1901
– –
-200,961
1902
– –
-7,978
1903
– –
-8,098
1904
– –
-14,666
1905
– –
-33,873
1906
– –
-5,551
1907
– –
-19,892
1908
– –
-9,248
1909
– –
-6,321
1910
– –
-14,379
1911
– –
-28,399
1912
– –
-5,100
1913
– –
-19,901
1914
– –
-8,000
1915
– –
-26,991
1916
– –
-13,988
1917
– –
-27,049
1918
– –
-25,862
1919
– –
-64,155
1920
– –
-41,112
1921
– –
-6,708
1922
– –
-13,647
1923
– –
-98,270
1924
– –
-13,368
1925
– –
-5,352
75 76
77
78 79