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
1751
$202K ﹤0.01%
+5,348
1752
$201K ﹤0.01%
+748
1753
$200K ﹤0.01%
3,210
-288
1754
$199K ﹤0.01%
+20,118
1755
$198K ﹤0.01%
16,293
-465
1756
$198K ﹤0.01%
14,629
1757
$196K ﹤0.01%
27,540
+9,591
1758
$192K ﹤0.01%
22,380
-7,100
1759
$191K ﹤0.01%
53,874
+25,000
1760
$185K ﹤0.01%
13,167
+1,151
1761
$183K ﹤0.01%
21,690
1762
$175K ﹤0.01%
19,204
+7,827
1763
$175K ﹤0.01%
+21,500
1764
$171K ﹤0.01%
16,501
-7,237
1765
$161K ﹤0.01%
12,500
+375
1766
$160K ﹤0.01%
26,700
-400
1767
$155K ﹤0.01%
14,403
-3
1768
$151K ﹤0.01%
13,012
1769
$151K ﹤0.01%
13,164
1770
$150K ﹤0.01%
24,454
-1,501
1771
$143K ﹤0.01%
17,200
1772
$143K ﹤0.01%
12,906
-370
1773
$142K ﹤0.01%
11,652
1774
$134K ﹤0.01%
45,175
+550
1775
$126K ﹤0.01%
1,136
-185
69 70
71
72 73