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
176
$54.8M 0.14%
488,006
+90,562
177
$53.9M 0.13%
659,712
+6,711
178
$53.8M 0.13%
277,644
+6,190
179
$53.7M 0.13%
702,440
+81,527
180
$53.6M 0.13%
338,711
+9,876
181
$52.7M 0.13%
333,958
+105,955
182
$51.8M 0.13%
256,098
+920
183
$51.8M 0.13%
662,954
-298,356
184
$51.2M 0.13%
512,126
+9,313
185
$50.9M 0.13%
683,522
-249,897
186
$50.6M 0.12%
946,582
+58,729
187
$50M 0.12%
378,307
-4,586
188
$49.7M 0.12%
382,232
+5,506
189
$48.8M 0.12%
241,962
-703
190
$48.7M 0.12%
588,460
+132,920
191
$48.6M 0.12%
246,806
+207,243
192
$48.4M 0.12%
650,488
+208,269
193
$48.1M 0.12%
753,374
+1,592
194
$47.7M 0.12%
200,594
-22,435
195
$47.5M 0.12%
114,322
+27,985
196
$47.3M 0.12%
595,641
+39,765
197
$46.1M 0.11%
161,707
+600
198
$46.1M 0.11%
329,881
+3,199
199
$45.3M 0.11%
181,285
-8,510
200
$44.9M 0.11%
807,942
-228,627
6 7
8
9 10