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
1551
$364K ﹤0.01%
9,888
+1,352
1552
$361K ﹤0.01%
5,420
-63
1553
$361K ﹤0.01%
10,411
+29
1554
$360K ﹤0.01%
2,165
+293
1555
$360K ﹤0.01%
5,347
+816
1556
$360K ﹤0.01%
19,827
-592
1557
$359K ﹤0.01%
23,136
+3,339
1558
$359K ﹤0.01%
21,277
-6,731
1559
$357K ﹤0.01%
14,000
+400
1560
$356K ﹤0.01%
+11,726
1561
$355K ﹤0.01%
13,711
1562
$354K ﹤0.01%
4,035
-55
1563
$353K ﹤0.01%
10,900
1564
$352K ﹤0.01%
15,998
+300
1565
$348K ﹤0.01%
2,906
-13,472
1566
$348K ﹤0.01%
20,248
-10,079
1567
$347K ﹤0.01%
5,804
-2,411
1568
$346K ﹤0.01%
12,860
-170
1569
$345K ﹤0.01%
14,021
-20,837
1570
$345K ﹤0.01%
4,909
-214
1571
$343K ﹤0.01%
3,888
-40
1572
$342K ﹤0.01%
1,666
+401
1573
$342K ﹤0.01%
12,246
-1,008
1574
$339K ﹤0.01%
5,270
-60
1575
$337K ﹤0.01%
15,725
+2,244
61 62
63
64 65