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
576
$4.06M 0.01%
248,876
-28,950
577
$4.06M 0.01%
149,064
-6,636
578
$4.06M 0.01%
78,926
+2,899
579
$4.04M 0.01%
125,753
-28,536
580
$4.01M 0.01%
64,863
+3,427
581
$4.01M 0.01%
207,507
-30,284
582
$4.01M 0.01%
260,330
+8,567
583
$3.99M 0.01%
83,988
-2,574
584
$3.98M 0.01%
150,724
+57,328
585
$3.98M 0.01%
95,030
+7,136
586
$3.96M 0.01%
161,738
-5,209
587
$3.95M 0.01%
65,871
+167
588
$3.91M 0.01%
119,905
-1,454
589
$3.9M 0.01%
53,504
-2,383
590
$3.88M 0.01%
251,835
+30,924
591
$3.87M 0.01%
67,081
+12,846
592
$3.86M 0.01%
62,497
+2,453
593
$3.85M 0.01%
132,680
-2,796
594
$3.82M 0.01%
127,944
+4,206
595
$3.8M 0.01%
371,260
+99,355
596
$3.79M 0.01%
64,882
-4,276
597
$3.79M 0.01%
10,099
-3,169
598
$3.75M 0.01%
59,567
+40,093
599
$3.73M 0.01%
69,642
-6,838
600
$3.71M 0.01%
67,688
+8,152
22 23
24
25 26