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
1626
$290K ﹤0.01%
14,464
-1,532
1627
$290K ﹤0.01%
11,093
+2,906
1628
$290K ﹤0.01%
+2,773
1629
$289K ﹤0.01%
4,601
-199
1630
$288K ﹤0.01%
1,257
-2,400
1631
$286K ﹤0.01%
11,616
+389
1632
$286K ﹤0.01%
10,980
+1,665
1633
$286K ﹤0.01%
+3,875
1634
$285K ﹤0.01%
7,863
-3,220
1635
$283K ﹤0.01%
4,779
1636
$283K ﹤0.01%
11,354
1637
$283K ﹤0.01%
5,994
+359
1638
$282K ﹤0.01%
+4,373
1639
$282K ﹤0.01%
3,904
+1,059
1640
$282K ﹤0.01%
+4,126
1641
$281K ﹤0.01%
10,746
+949
1642
$280K ﹤0.01%
2,808
1643
$280K ﹤0.01%
8,400
-350
1644
$280K ﹤0.01%
6,323
+827
1645
$279K ﹤0.01%
5,558
+96
1646
$279K ﹤0.01%
6,933
+600
1647
$278K ﹤0.01%
6,641
-224
1648
$278K ﹤0.01%
2,574
1649
$277K ﹤0.01%
3,457
-109
1650
$276K ﹤0.01%
11,052
64 65
66
67 68