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
1401
$503K ﹤0.01%
63,916
-37,054
1402
$500K ﹤0.01%
10,900
+500
1403
$499K ﹤0.01%
69,752
1404
$499K ﹤0.01%
9,815
-34
1405
$498K ﹤0.01%
6,479
+807
1406
$498K ﹤0.01%
+61,455
1407
$495K ﹤0.01%
7,762
+1,059
1408
$494K ﹤0.01%
12,981
+2,451
1409
$492K ﹤0.01%
6,371
-249
1410
$491K ﹤0.01%
7,014
-116
1411
$491K ﹤0.01%
55,956
-10,307
1412
$490K ﹤0.01%
332
-13
1413
$486K ﹤0.01%
50,596
+1,518
1414
$483K ﹤0.01%
2,463
-441
1415
$483K ﹤0.01%
+21,084
1416
$483K ﹤0.01%
+10,175
1417
$483K ﹤0.01%
12,427
-518
1418
$483K ﹤0.01%
24,529
+10,541
1419
$482K ﹤0.01%
16,570
-476
1420
$482K ﹤0.01%
5,591
-176
1421
$481K ﹤0.01%
5,997
+137
1422
$480K ﹤0.01%
6,399
-84
1423
$478K ﹤0.01%
48,000
1424
$478K ﹤0.01%
6,119
-1,119
1425
$478K ﹤0.01%
2,679
-88
55 56
57
58 59