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
1051
$1.26M ﹤0.01%
50,153
+64
1052
$1.24M ﹤0.01%
126,100
+76,100
1053
$1.24M ﹤0.01%
903
-30
1054
$1.24M ﹤0.01%
10,426
-50
1055
$1.24M ﹤0.01%
18,197
+290
1056
$1.23M ﹤0.01%
18,483
-3,267
1057
$1.23M ﹤0.01%
68,178
-184
1058
$1.23M ﹤0.01%
32,777
+1,833
1059
$1.23M ﹤0.01%
51,784
+31,784
1060
$1.22M ﹤0.01%
44,384
-13,460
1061
$1.21M ﹤0.01%
121,250
+42,000
1062
$1.21M ﹤0.01%
46,302
+4,738
1063
$1.21M ﹤0.01%
84,909
+1,404
1064
$1.21M ﹤0.01%
105,584
+34,564
1065
$1.2M ﹤0.01%
35,046
+170
1066
$1.2M ﹤0.01%
43,244
-5,782
1067
$1.2M ﹤0.01%
30,182
+1,521
1068
$1.2M ﹤0.01%
29,338
-11,257
1069
$1.19M ﹤0.01%
28,746
+852
1070
$1.19M ﹤0.01%
48,521
-1,239
1071
$1.19M ﹤0.01%
169,246
+10,541
1072
$1.19M ﹤0.01%
17,469
-496
1073
$1.19M ﹤0.01%
17,353
-16,498
1074
$1.18M ﹤0.01%
45,977
-598
1075
$1.18M ﹤0.01%
101,741
-13,412
41 42
43
44 45