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
376
$10.2M 0.04%
150,888
+2,551
377
$10.2M 0.04%
303,857
-15,340
378
$10.2M 0.04%
180,121
+22,364
379
$9.94M 0.04%
45,392
+12,017
380
$9.87M 0.04%
215,031
+52,637
381
$9.53M 0.03%
88,092
-21,345
382
$9.5M 0.03%
224,285
-2,926
383
$9.46M 0.03%
329,755
+12,760
384
$9.4M 0.03%
40,872
-965
385
$9.33M 0.03%
393,961
+71,510
386
$9.28M 0.03%
246,384
-184,826
387
$9.27M 0.03%
65,271
+20,436
388
$9.21M 0.03%
108,638
-3,835
389
$9.2M 0.03%
346,699
+29,083
390
$9.18M 0.03%
120,892
-9,183
391
$9.17M 0.03%
290,695
+43,015
392
$9.14M 0.03%
176,375
-2,038
393
$9.05M 0.03%
221,121
-1,611
394
$9.03M 0.03%
177,655
+32,043
395
$8.93M 0.03%
399,138
-49,873
396
$8.92M 0.03%
36,427
+722
397
$8.91M 0.03%
60,626
-4,120
398
$8.86M 0.03%
76,860
-2,246
399
$8.82M 0.03%
142,151
-21,255
400
$8.8M 0.03%
185,137
-6,462
14 15
16
17 18