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
1026
$1.35M ﹤0.01%
+23,948
1027
$1.35M ﹤0.01%
21,136
+369
1028
$1.34M ﹤0.01%
39,355
+4,140
1029
$1.34M ﹤0.01%
48,097
+30,482
1030
$1.34M ﹤0.01%
17,054
-4,244
1031
$1.33M ﹤0.01%
33,654
+3,970
1032
$1.33M ﹤0.01%
31,207
-1,799
1033
$1.33M ﹤0.01%
38,482
+755
1034
$1.33M ﹤0.01%
91,451
+60,894
1035
$1.33M ﹤0.01%
21,384
-1,629
1036
$1.33M ﹤0.01%
66,412
+1,903
1037
$1.32M ﹤0.01%
16,937
-11,860
1038
$1.32M ﹤0.01%
54,569
-19,785
1039
$1.31M ﹤0.01%
97,745
-1,764
1040
$1.3M ﹤0.01%
23,416
+13,469
1041
$1.3M ﹤0.01%
27,641
-10,708
1042
$1.29M ﹤0.01%
57,303
-6,011
1043
$1.29M ﹤0.01%
19,184
-128,848
1044
$1.29M ﹤0.01%
50,062
+25,247
1045
$1.28M ﹤0.01%
+25,957
1046
$1.28M ﹤0.01%
27,335
+22,268
1047
$1.28M ﹤0.01%
+11,967
1048
$1.28M ﹤0.01%
178,348
+2,915
1049
$1.28M ﹤0.01%
61,518
+5,153
1050
$1.26M ﹤0.01%
10,762
+31
40 41
42
43 44