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
1726
$219K ﹤0.01%
+6,258
1727
$218K ﹤0.01%
17,721
-3,656
1728
$217K ﹤0.01%
7,528
+28
1729
$216K ﹤0.01%
6,580
+366
1730
$216K ﹤0.01%
1,408
-262
1731
$215K ﹤0.01%
1,362
-5,475
1732
$215K ﹤0.01%
3,420
1733
$214K ﹤0.01%
5,761
-322
1734
$212K ﹤0.01%
30,548
-5,954
1735
$211K ﹤0.01%
+4,485
1736
$210K ﹤0.01%
17,975
-3,727
1737
$209K ﹤0.01%
143
-27
1738
$209K ﹤0.01%
+3,520
1739
$207K ﹤0.01%
16,899
+6,797
1740
$207K ﹤0.01%
+1,434
1741
$206K ﹤0.01%
24,052
+1,367
1742
$206K ﹤0.01%
1,365
1743
$205K ﹤0.01%
4,449
-35
1744
$205K ﹤0.01%
4,732
-734
1745
$205K ﹤0.01%
10,763
+800
1746
$205K ﹤0.01%
4,002
1747
$205K ﹤0.01%
+3,471
1748
$205K ﹤0.01%
7,907
-1,727
1749
$204K ﹤0.01%
17,185
-100
1750
$204K ﹤0.01%
10,242
-1,276
68 69
70
71 72