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
1576
$337K ﹤0.01%
17,867
+2,669
1577
$336K ﹤0.01%
2,437
+50
1578
$335K ﹤0.01%
4,436
+659
1579
$335K ﹤0.01%
6,457
+401
1580
$334K ﹤0.01%
3,981
+21
1581
$332K ﹤0.01%
+4,395
1582
$332K ﹤0.01%
14,695
-101
1583
$331K ﹤0.01%
14,515
-214
1584
$331K ﹤0.01%
13,151
-41,165
1585
$331K ﹤0.01%
24,465
-147
1586
$330K ﹤0.01%
8,056
+2,281
1587
$329K ﹤0.01%
5,136
-178
1588
$328K ﹤0.01%
3,733
-257
1589
$327K ﹤0.01%
10,390
+426
1590
$326K ﹤0.01%
6,705
-273
1591
$322K ﹤0.01%
10,443
+44
1592
$321K ﹤0.01%
22,500
1593
$320K ﹤0.01%
57,283
+5,154
1594
$319K ﹤0.01%
+31,030
1595
$318K ﹤0.01%
3,792
-1,369
1596
$318K ﹤0.01%
5,471
-134
1597
$317K ﹤0.01%
35,887
-9,334
1598
$317K ﹤0.01%
1,245
-20
1599
$316K ﹤0.01%
12,063
-90
1600
$316K ﹤0.01%
7,417
-134
62 63
64
65 66