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
1326
$629K ﹤0.01%
13,687
-629,465
1327
$628K ﹤0.01%
54,614
+13,549
1328
$627K ﹤0.01%
19,839
-1,372
1329
$626K ﹤0.01%
17,675
1330
$626K ﹤0.01%
1,629
+47
1331
$624K ﹤0.01%
6,334
+222
1332
$623K ﹤0.01%
31,844
-3,951
1333
$621K ﹤0.01%
+11,500
1334
$617K ﹤0.01%
29,243
-1,347
1335
$611K ﹤0.01%
12,551
-5,070
1336
$611K ﹤0.01%
26,010
+2,109
1337
$610K ﹤0.01%
4,603
-20
1338
$608K ﹤0.01%
+8,366
1339
$608K ﹤0.01%
12,886
-707
1340
$604K ﹤0.01%
4,152
-11,893
1341
$601K ﹤0.01%
15,550
-30
1342
$599K ﹤0.01%
14,289
-5,039
1343
$598K ﹤0.01%
10,044
-5,896
1344
$597K ﹤0.01%
+4,500
1345
$594K ﹤0.01%
55,159
-2,866
1346
$587K ﹤0.01%
12,997
-6,108
1347
$586K ﹤0.01%
7,854
-208
1348
$585K ﹤0.01%
10,000
1349
$580K ﹤0.01%
+11,892
1350
$580K ﹤0.01%
33,920
-5,352
52 53
54
55 56