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
1201
$887K ﹤0.01%
13,588
+1,933
1202
$884K ﹤0.01%
6,417
+63
1203
$884K ﹤0.01%
97,411
-343,441
1204
$884K ﹤0.01%
7,052
-1,446
1205
$883K ﹤0.01%
11,629
-457
1206
$875K ﹤0.01%
43,398
-116,999
1207
$874K ﹤0.01%
+18,741
1208
$872K ﹤0.01%
13,422
-7,350
1209
$868K ﹤0.01%
7,582
-1,656
1210
$868K ﹤0.01%
6,277
-856
1211
$867K ﹤0.01%
1,169
+59
1212
$867K ﹤0.01%
11,410
+83
1213
$864K ﹤0.01%
+326,035
1214
$860K ﹤0.01%
16,842
+2,583
1215
$860K ﹤0.01%
38,639
-532
1216
$856K ﹤0.01%
4,749
-25
1217
$855K ﹤0.01%
52,159
+14,418
1218
$853K ﹤0.01%
32,463
+19,492
1219
$848K ﹤0.01%
22,137
+1,070
1220
$848K ﹤0.01%
4,642
+20
1221
$845K ﹤0.01%
+7,001
1222
$841K ﹤0.01%
11,959
+1,325
1223
$840K ﹤0.01%
18,156
1224
$840K ﹤0.01%
9,980
-6,626
1225
$840K ﹤0.01%
13,827
-334
47 48
49
50 51