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
1926
– –
-15,883
1927
– –
-1,004
1928
– –
-1,096
1929
– –
-543
1930
– –
-1,484
1931
– –
-80,486
1932
– –
-768
1933
– –
-14,349
1934
– –
-7,357
1935
– –
-2,384
1936
– –
-3,460
1937
– –
-127,364
1938
– –
-21,301
1939
– –
-68,870
1940
– –
-1,970
1941
– –
-26,865
1942
– –
-72,849
1943
– –
-3,737
1944
– –
-12,642
1945
– –
-200,976
1946
– –
-3,000
1947
– –
-12,492
1948
– –
-12,317
1949
– –
-13,608
1950
– –
-53,988
75 76 77
78
79