Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.9B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$41.1M
3
+$34.3M
4
MPC icon
Marathon Petroleum
MPC
+$32.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$30.2M

Top Sells

1
+$50.9M
2
+$32.3M
3
+$27.1M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$25.7M
5
DHI icon
D.R. Horton
DHI
+$24.9M

Sector Composition

1 Technology 17.23%
2 Financials 12.5%
3 Healthcare 10.8%
4 Industrials 10.19%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23.4M 0.08%
120,625
+93
252
$23.4M 0.08%
190,150
-7,869
253
$22.4M 0.08%
388,595
+33,104
254
$22.3M 0.08%
187,090
+2,586
255
$22.3M 0.08%
177,228
-9,751
256
$22M 0.08%
270,516
+241,135
257
$21.9M 0.08%
196,309
-49,993
258
$21.7M 0.08%
228,790
+1,976
259
$21.4M 0.08%
568,264
-71,380
260
$21.1M 0.08%
215,787
+12,163
261
$21.1M 0.08%
79,407
+5,031
262
$20.8M 0.07%
272,830
-250,802
263
$20.7M 0.07%
244,597
-1,790
264
$20.2M 0.07%
198,788
+139,423
265
$19.9M 0.07%
552,204
-92,806
266
$19.4M 0.07%
24,264
-202
267
$19.3M 0.07%
160,339
-10,567
268
$19.2M 0.07%
356,925
-3,809
269
$18.8M 0.07%
323,518
+16,988
270
$18.7M 0.07%
464,167
-400,276
271
$18.5M 0.07%
423,483
+76,834
272
$18.4M 0.07%
86,418
+3,261
273
$18.2M 0.07%
264,977
-9,671
274
$18.1M 0.07%
477,066
+21,641
275
$18M 0.06%
347,720
+107,546
9 10
11
12 13