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
1426
$477K ﹤0.01%
48,000
1427
$476K ﹤0.01%
8,245
-3,525
1428
$475K ﹤0.01%
12,873
-22,666
1429
$475K ﹤0.01%
48,000
1430
$474K ﹤0.01%
4,753
-2,635
1431
$474K ﹤0.01%
4,702
+343
1432
$471K ﹤0.01%
5,588
-111
1433
$471K ﹤0.01%
9,711
+535
1434
$471K ﹤0.01%
7,196
-195
1435
$468K ﹤0.01%
11,576
-209
1436
$467K ﹤0.01%
10,402
+500
1437
$466K ﹤0.01%
+12,974
1438
$466K ﹤0.01%
47,390
+8,030
1439
$464K ﹤0.01%
11,985
-213
1440
$463K ﹤0.01%
9,223
-7,570
1441
$463K ﹤0.01%
2,859
+1,175
1442
$463K ﹤0.01%
22,863
-2,986
1443
$461K ﹤0.01%
10,321
-32
1444
$461K ﹤0.01%
2,633
+53
1445
$460K ﹤0.01%
31,700
-2
1446
$459K ﹤0.01%
27,545
+995
1447
$458K ﹤0.01%
13,518
+1,249
1448
$458K ﹤0.01%
3,947
-56
1449
$458K ﹤0.01%
28,902
-4,306
1450
$457K ﹤0.01%
21,498
-3,647
56 57
58
59 60