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
1601
$315K ﹤0.01%
22,500
1602
$313K ﹤0.01%
3,126
1603
$313K ﹤0.01%
9,950
-149
1604
$313K ﹤0.01%
5,386
+1,000
1605
$310K ﹤0.01%
6,601
-208
1606
$308K ﹤0.01%
14,144
1607
$307K ﹤0.01%
3,994
-5,891
1608
$306K ﹤0.01%
3,292
+43
1609
$305K ﹤0.01%
5,459
+1
1610
$304K ﹤0.01%
8,175
-144
1611
$303K ﹤0.01%
13,675
+7,614
1612
$303K ﹤0.01%
9,240
1613
$303K ﹤0.01%
+75,535
1614
$300K ﹤0.01%
7,313
+607
1615
$300K ﹤0.01%
10,360
-3,405
1616
$300K ﹤0.01%
25,090
-616
1617
$299K ﹤0.01%
1,902
+40
1618
$299K ﹤0.01%
+6,438
1619
$298K ﹤0.01%
4,245
+13
1620
$298K ﹤0.01%
3,761
+61
1621
$298K ﹤0.01%
2,177
-37
1622
$297K ﹤0.01%
22,639
-25,818
1623
$297K ﹤0.01%
26,399
-4,541
1624
$296K ﹤0.01%
26,070
+554
1625
$295K ﹤0.01%
4,349
+271
63 64
65
66 67