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
1526
$383K ﹤0.01%
3,986
+317
1527
$381K ﹤0.01%
10,293
-1,063
1528
$381K ﹤0.01%
13,043
+2,473
1529
$380K ﹤0.01%
1,557
-46
1530
$380K ﹤0.01%
2,075
+65
1531
$379K ﹤0.01%
5,771
+1,094
1532
$379K ﹤0.01%
+13,065
1533
$379K ﹤0.01%
4,677
-7,066
1534
$376K ﹤0.01%
10,825
-44,730
1535
$375K ﹤0.01%
84
-3
1536
$375K ﹤0.01%
5,695
-186
1537
$375K ﹤0.01%
8,020
+500
1538
$374K ﹤0.01%
6,525
+237
1539
$371K ﹤0.01%
15,243
+6,040
1540
$370K ﹤0.01%
8,505
-12,885
1541
$369K ﹤0.01%
8,486
-55
1542
$369K ﹤0.01%
4,886
+84
1543
$369K ﹤0.01%
14,716
+916
1544
$368K ﹤0.01%
3,276
+460
1545
$368K ﹤0.01%
29,604
-945
1546
$367K ﹤0.01%
7,453
-1,077
1547
$367K ﹤0.01%
4,764
-17,571
1548
$367K ﹤0.01%
6,299
+157
1549
$365K ﹤0.01%
2,843
1550
$365K ﹤0.01%
6,198
+2,263
60 61
62
63 64