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
1301
$678K ﹤0.01%
21,719
+1,910
1302
$676K ﹤0.01%
27,152
-874
1303
$675K ﹤0.01%
6,150
+2,684
1304
$674K ﹤0.01%
5,691
-149
1305
$671K ﹤0.01%
16,490
-1,222
1306
$670K ﹤0.01%
4,996
+2,503
1307
$669K ﹤0.01%
1,887
-1,538
1308
$661K ﹤0.01%
46,245
+32,133
1309
$661K ﹤0.01%
50,250
-80,023
1310
$660K ﹤0.01%
+23,974
1311
$658K ﹤0.01%
+8,364
1312
$653K ﹤0.01%
14,763
+58
1313
$650K ﹤0.01%
14,784
+503
1314
$646K ﹤0.01%
18,984
-120,233
1315
$644K ﹤0.01%
14,349
+674
1316
$642K ﹤0.01%
10,994
-2,298
1317
$640K ﹤0.01%
5,126
+590
1318
$639K ﹤0.01%
+53,513
1319
$638K ﹤0.01%
4,852
-1,459
1320
$637K ﹤0.01%
17,250
+540
1321
$635K ﹤0.01%
50,550
+11,350
1322
$635K ﹤0.01%
19,682
+48
1323
$633K ﹤0.01%
7,739
+232
1324
$632K ﹤0.01%
14,374
+9,758
1325
$629K ﹤0.01%
19,787
-24,667
51 52
53
54 55