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
1701
$242K ﹤0.01%
3,666
-516
1702
$240K ﹤0.01%
12,368
-50,499
1703
$240K ﹤0.01%
+6,286
1704
$239K ﹤0.01%
25,932
-647
1705
$239K ﹤0.01%
38,649
-2,182
1706
$238K ﹤0.01%
8,768
-103
1707
$235K ﹤0.01%
23,250
-22,251
1708
$232K ﹤0.01%
+7,580
1709
$232K ﹤0.01%
+29,500
1710
$229K ﹤0.01%
5,168
+161
1711
$229K ﹤0.01%
2,702
+418
1712
$228K ﹤0.01%
+4,871
1713
$228K ﹤0.01%
+6,250
1714
$227K ﹤0.01%
24,596
+247
1715
$225K ﹤0.01%
1,379
+185
1716
$225K ﹤0.01%
5,801
+1,892
1717
$225K ﹤0.01%
27,220
+407
1718
$223K ﹤0.01%
6,953
1719
$222K ﹤0.01%
6,063
1720
$222K ﹤0.01%
4,768
-117
1721
$222K ﹤0.01%
6,428
-529
1722
$221K ﹤0.01%
+3,539
1723
$220K ﹤0.01%
+8,302
1724
$220K ﹤0.01%
4,372
-19
1725
$219K ﹤0.01%
2,920
+102
67 68
69
70 71