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
1501
$401K ﹤0.01%
8,476
-38,019
1502
$398K ﹤0.01%
4,273
+1,270
1503
$397K ﹤0.01%
8,297
-257
1504
$396K ﹤0.01%
12,564
-434
1505
$394K ﹤0.01%
716
-418
1506
$394K ﹤0.01%
3,417
+1,153
1507
$394K ﹤0.01%
29,973
+8,032
1508
$392K ﹤0.01%
13,722
-282
1509
$392K ﹤0.01%
1,301
-1,469
1510
$391K ﹤0.01%
3,990
-29
1511
$391K ﹤0.01%
5,577
-77
1512
$391K ﹤0.01%
5,643
-307
1513
$391K ﹤0.01%
6,012
-8,071
1514
$390K ﹤0.01%
10,840
+174
1515
$390K ﹤0.01%
6,877
-232
1516
$386K ﹤0.01%
15,621
+196
1517
$386K ﹤0.01%
11,106
-2,828
1518
$386K ﹤0.01%
2,725
+1,373
1519
$385K ﹤0.01%
12,102
-654
1520
$385K ﹤0.01%
14,825
-338
1521
$384K ﹤0.01%
+7,030
1522
$384K ﹤0.01%
15,268
+957
1523
$383K ﹤0.01%
4,043
-116
1524
$383K ﹤0.01%
7,827
-22
1525
$383K ﹤0.01%
1,077
+25
59 60
61
62 63