Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
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 9.75%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.84B 4.54%
10,520,932
-53,493
2
$1.61B 3.97%
5,213,623
+36,026
3
$809M 2%
2,291,228
+24,824
4
$736M 1.82%
5,402,565
-148,842
5
$716M 1.77%
5,127,180
+42,220
6
$698M 1.73%
3,939,456
+227,695
7
$671M 1.66%
13,967,258
+697,940
8
$628M 1.55%
2,096,658
-2,017
9
$612M 1.51%
3,686,074
+39,462
10
$591M 1.46%
2,127,456
+32,005
11
$540M 1.33%
6,913,622
+118,302
12
$526M 1.3%
3,246,971
+33,492
13
$513M 1.27%
3,740,795
-18,979
14
$435M 1.07%
1,591,355
+69,790
15
$410M 1.01%
2,512,500
-32,380
16
$407M 1.01%
706,623
+2,118
17
$390M 0.96%
3,418,634
+76,382
18
$384M 0.95%
12,922,928
+688,900
19
$368M 0.91%
887,368
+44,648
20
$355M 0.88%
6,864,878
-215,719
21
$340M 0.84%
4,034,543
+113,907
22
$320M 0.79%
2,301,100
+36,040
23
$315M 0.78%
2,919,486
+262,302
24
$293M 0.72%
1,321,399
+772
25
$292M 0.72%
5,232,610
+94,569
1
2 3 4 5