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
1001
$1.46M ﹤0.01%
14,942
+11,930
1002
$1.46M ﹤0.01%
180,488
-21,772
1003
$1.45M ﹤0.01%
14,564
-18,481
1004
$1.44M ﹤0.01%
32,334
+425
1005
$1.44M ﹤0.01%
89,936
+34,254
1006
$1.44M ﹤0.01%
7,811
+581
1007
$1.43M ﹤0.01%
53,100
+6,935
1008
$1.43M ﹤0.01%
17,237
-1,895
1009
$1.43M ﹤0.01%
41,379
-8,849
1010
$1.43M ﹤0.01%
35,089
+184
1011
$1.42M ﹤0.01%
12,619
+895
1012
$1.41M ﹤0.01%
23,419
+59
1013
$1.4M ﹤0.01%
36,523
+4,508
1014
$1.4M ﹤0.01%
6,674
+206
1015
$1.4M ﹤0.01%
39,484
+15,516
1016
$1.4M ﹤0.01%
148,118
+88,728
1017
$1.38M ﹤0.01%
19,172
-12,568
1018
$1.38M ﹤0.01%
76,791
+450
1019
$1.37M ﹤0.01%
25,400
+109
1020
$1.37M ﹤0.01%
36,927
-6,078
1021
$1.36M ﹤0.01%
125,434
-12,362
1022
$1.36M ﹤0.01%
7,353
-1,038
1023
$1.36M ﹤0.01%
20,202
-1,365
1024
$1.36M ﹤0.01%
27,445
-136
1025
$1.35M ﹤0.01%
17,489
-701
39 40
41
42 43