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
1251
$789K ﹤0.01%
7,303
+807
1252
$789K ﹤0.01%
7,952
+1,894
1253
$779K ﹤0.01%
26,930
1254
$779K ﹤0.01%
29,609
+11,898
1255
$778K ﹤0.01%
8,604
-742
1256
$775K ﹤0.01%
2,322
+181
1257
$771K ﹤0.01%
4,706
+2,714
1258
$771K ﹤0.01%
7,327
1259
$769K ﹤0.01%
26,418
-18,359
1260
$768K ﹤0.01%
11,911
-1,199
1261
$765K ﹤0.01%
6,776
-432
1262
$763K ﹤0.01%
+20,173
1263
$760K ﹤0.01%
+28,962
1264
$757K ﹤0.01%
9,482
1265
$754K ﹤0.01%
12,904
-3,944
1266
$752K ﹤0.01%
86,632
+63,582
1267
$751K ﹤0.01%
19,514
-2,404
1268
$744K ﹤0.01%
21,024
+2,103
1269
$740K ﹤0.01%
27,547
-1,400
1270
$735K ﹤0.01%
18,290
-180
1271
$734K ﹤0.01%
+2,251
1272
$733K ﹤0.01%
11,954
-83
1273
$731K ﹤0.01%
75,272
+2,718
1274
$731K ﹤0.01%
12,076
-858
1275
$731K ﹤0.01%
4,611
+472
49 50
51
52 53