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
526
$5.01M 0.02%
313,633
+93,898
527
$4.93M 0.02%
202,367
+9,379
528
$4.92M 0.02%
76,095
-1,062
529
$4.91M 0.02%
191,966
-16,372
530
$4.9M 0.02%
188,695
-74,564
531
$4.83M 0.02%
+138,113
532
$4.82M 0.02%
80,354
+3,950
533
$4.81M 0.02%
35,271
-5,873
534
$4.79M 0.02%
35,889
-984
535
$4.79M 0.02%
133,431
+123,956
536
$4.79M 0.02%
85,523
+8,694
537
$4.78M 0.02%
115,917
-125,779
538
$4.77M 0.02%
86,984
+1,060
539
$4.76M 0.02%
181,546
-7,122
540
$4.75M 0.02%
314,795
-21,100
541
$4.74M 0.02%
42,406
+1,236
542
$4.72M 0.02%
163,007
-2,372
543
$4.72M 0.02%
43,798
-1,171
544
$4.71M 0.02%
175,007
-1,315
545
$4.69M 0.02%
30,107
+406
546
$4.67M 0.02%
93,461
+20,273
547
$4.67M 0.02%
215,623
-12,044
548
$4.66M 0.02%
233,760
+15,981
549
$4.64M 0.02%
61,366
+28,128
550
$4.63M 0.02%
106,144
-255
20 21
22
23 24