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
276
$18M 0.06%
194,702
-5,615
277
$17.9M 0.06%
94,949
+60,428
278
$17.7M 0.06%
317,523
+4,134
279
$17.4M 0.06%
125,024
+8,909
280
$17.4M 0.06%
162,522
+28,612
281
$17.3M 0.06%
98,276
+11,471
282
$17.1M 0.06%
143,121
+15,627
283
$17.1M 0.06%
373,185
+65,115
284
$17M 0.06%
451,179
+6,880
285
$17M 0.06%
1,390,000
286
$16.9M 0.06%
269,474
-5,794
287
$16.9M 0.06%
207,334
+83,747
288
$16.9M 0.06%
47,624
+11,408
289
$16.8M 0.06%
231,539
-43,219
290
$16.7M 0.06%
+184,184
291
$16.7M 0.06%
180,391
+1,966
292
$16.6M 0.06%
309,754
+18,385
293
$16.6M 0.06%
165,752
-22,137
294
$16.6M 0.06%
109,460
-2,578
295
$16.6M 0.06%
219,254
+704
296
$16.3M 0.06%
161,322
+56,539
297
$16.2M 0.06%
159,530
-152,619
298
$16.1M 0.06%
372,547
+2,518
299
$16.1M 0.06%
252,080
-747
300
$16M 0.06%
176,108
-16,399
10 11
12
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