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
451
$7.37M 0.03%
53,778
-6,675
452
$7.34M 0.03%
138,658
+34,098
453
$7.34M 0.03%
77,706
+3,527
454
$7.32M 0.03%
140,533
+50,115
455
$7.28M 0.03%
131,709
+1,313
456
$7.25M 0.03%
162,618
-3,919
457
$7.24M 0.03%
112,482
-5
458
$7.23M 0.03%
243,166
-2,484
459
$7.19M 0.03%
277,323
+58,855
460
$7.17M 0.03%
291,593
+67,526
461
$7.11M 0.03%
354,783
-9,864
462
$7.07M 0.03%
419,804
-18,852
463
$7.07M 0.03%
84,277
-79,531
464
$7.04M 0.03%
203,693
-50
465
$7M 0.03%
130,523
-3,768
466
$6.94M 0.02%
24,357
+212
467
$6.89M 0.02%
114,433
+13,183
468
$6.85M 0.02%
222,931
-3,508
469
$6.77M 0.02%
32,508
+22,551
470
$6.72M 0.02%
221,870
-21,301
471
$6.7M 0.02%
103,596
-51,566
472
$6.68M 0.02%
644,013
+27,579
473
$6.65M 0.02%
133,159
-3,384
474
$6.62M 0.02%
69,697
-722
475
$6.61M 0.02%
603,997
+43,381
17 18
19
20 21