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
1651
$275K ﹤0.01%
5,191
1652
$275K ﹤0.01%
7,652
-2,225
1653
$274K ﹤0.01%
1,320
1654
$273K ﹤0.01%
3,975
+842
1655
$273K ﹤0.01%
16,327
+32
1656
$272K ﹤0.01%
11,938
+353
1657
$272K ﹤0.01%
+17,443
1658
$272K ﹤0.01%
6,006
1659
$271K ﹤0.01%
11,265
1660
$271K ﹤0.01%
9,941
+156
1661
$270K ﹤0.01%
+10,800
1662
$269K ﹤0.01%
2,412
+594
1663
$269K ﹤0.01%
+2,905
1664
$267K ﹤0.01%
3,554
1665
$267K ﹤0.01%
7,400
-1,501
1666
$267K ﹤0.01%
5,230
-64
1667
$266K ﹤0.01%
5,337
-1,297
1668
$266K ﹤0.01%
2,263
-1,547
1669
$265K ﹤0.01%
3,070
-11
1670
$264K ﹤0.01%
9,757
-69,168
1671
$263K ﹤0.01%
8,117
+132
1672
$262K ﹤0.01%
+1,176
1673
$261K ﹤0.01%
11,437
-34
1674
$261K ﹤0.01%
+12,005
1675
$261K ﹤0.01%
12,412
65 66
67
68 69