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
701
$2.58M 0.01%
73,128
+31,536
702
$2.58M 0.01%
120,749
-12,401
703
$2.57M 0.01%
69,412
-125
704
$2.57M 0.01%
120,545
+15,000
705
$2.57M 0.01%
33,433
+1,766
706
$2.56M 0.01%
77,773
-4,425
707
$2.56M 0.01%
30,698
-5,639
708
$2.53M 0.01%
10,011
+935
709
$2.53M 0.01%
84,240
+852
710
$2.5M 0.01%
148,251
+6,550
711
$2.49M 0.01%
117,132
+13,374
712
$2.45M 0.01%
38,947
+1,601
713
$2.45M 0.01%
51,098
+2,463
714
$2.44M 0.01%
79,875
715
$2.43M 0.01%
50,615
+1,774
716
$2.41M 0.01%
54,764
-6,585
717
$2.39M 0.01%
117,721
-54,370
718
$2.39M 0.01%
38,754
+2,244
719
$2.39M 0.01%
38,000
-1,569
720
$2.37M 0.01%
28,271
+1,389
721
$2.37M 0.01%
37,834
-143,802
722
$2.36M 0.01%
46,515
-645
723
$2.35M 0.01%
26,958
-11,204
724
$2.35M 0.01%
16,117
+1
725
$2.34M 0.01%
57,042
+434
27 28
29
30 31