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
351
$12.1M 0.04%
86,420
+23,530
352
$12M 0.04%
102,890
+2,926
353
$11.8M 0.04%
364,392
-7,610
354
$11.8M 0.04%
92,428
+8,475
355
$11.7M 0.04%
69,144
+1,567
356
$11.6M 0.04%
46,391
-3,319
357
$11.2M 0.04%
154,816
+1,225
358
$11.1M 0.04%
328,010
-4,425
359
$10.9M 0.04%
84,528
-861
360
$10.8M 0.04%
70,596
-2,869
361
$10.8M 0.04%
107,045
+17,771
362
$10.8M 0.04%
84,240
+18,922
363
$10.8M 0.04%
180,964
+9,323
364
$10.7M 0.04%
49,998
-465
365
$10.7M 0.04%
101,333
-8,313
366
$10.6M 0.04%
141,288
+30,177
367
$10.6M 0.04%
830,121
+201,585
368
$10.5M 0.04%
229,704
+59,818
369
$10.4M 0.04%
518,237
+162,697
370
$10.4M 0.04%
85,748
-7,494
371
$10.3M 0.04%
112,187
-615
372
$10.3M 0.04%
198,262
+4,719
373
$10.3M 0.04%
202,494
+2,951
374
$10.3M 0.04%
158,327
-426
375
$10.2M 0.04%
395,239
+13,178
13 14
15
16 17