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
1101
$1.11M ﹤0.01%
23,482
+1,753
1102
$1.11M ﹤0.01%
15,205
-261
1103
$1.11M ﹤0.01%
12,768
+19
1104
$1.1M ﹤0.01%
183,499
+3,937
1105
$1.1M ﹤0.01%
18,491
+3,767
1106
$1.1M ﹤0.01%
15,066
+1,400
1107
$1.1M ﹤0.01%
+19,838
1108
$1.1M ﹤0.01%
7,381
-13,869
1109
$1.09M ﹤0.01%
+30,181
1110
$1.09M ﹤0.01%
+30,038
1111
$1.09M ﹤0.01%
10,395
+33
1112
$1.08M ﹤0.01%
5,699
+40
1113
$1.08M ﹤0.01%
+18,026
1114
$1.07M ﹤0.01%
+52,495
1115
$1.07M ﹤0.01%
8,658
+796
1116
$1.07M ﹤0.01%
31,215
-1,418
1117
$1.07M ﹤0.01%
+65,000
1118
$1.07M ﹤0.01%
106,504
-764
1119
$1.07M ﹤0.01%
11,147
+1,417
1120
$1.07M ﹤0.01%
7,184
-2,696
1121
$1.06M ﹤0.01%
46,115
-931
1122
$1.06M ﹤0.01%
16,444
-4,221
1123
$1.06M ﹤0.01%
24,254
-204,604
1124
$1.06M ﹤0.01%
6,729
-190
1125
$1.06M ﹤0.01%
33,492
+3,657
43 44
45
46 47