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
651
$3.1M 0.01%
57,373
-5,023
652
$3.1M 0.01%
195,138
+7,301
653
$3.08M 0.01%
70,308
-1,434
654
$3.08M 0.01%
51,356
-14,131
655
$3.08M 0.01%
139,172
+3,183
656
$3.07M 0.01%
22,191
-936
657
$3.06M 0.01%
78,988
-4,118
658
$3.03M 0.01%
54,519
+10,875
659
$3.01M 0.01%
18,059
-3,146
660
$3M 0.01%
21,070
-1,027
661
$2.99M 0.01%
83,776
-20,122
662
$2.97M 0.01%
32,845
+278
663
$2.96M 0.01%
78,463
+920
664
$2.95M 0.01%
54,328
-9,010
665
$2.95M 0.01%
26,670
-8,313
666
$2.93M 0.01%
5,127
-9
667
$2.93M 0.01%
241,032
-4,547
668
$2.92M 0.01%
39,825
-26,457
669
$2.9M 0.01%
49,667
+15,446
670
$2.89M 0.01%
230,590
+15,792
671
$2.87M 0.01%
217,333
-10,122
672
$2.87M 0.01%
66,412
+2,677
673
$2.87M 0.01%
57,034
-28,629
674
$2.85M 0.01%
55,902
-521
675
$2.84M 0.01%
98,572
+1,585
25 26
27
28 29