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
751
$2.17M 0.01%
218,287
-54,149
752
$2.17M 0.01%
38,634
-52,541
753
$2.15M 0.01%
85,045
+8,090
754
$2.15M 0.01%
33,895
-36,393
755
$2.15M 0.01%
35,749
+4,107
756
$2.15M 0.01%
27,113
-7,944
757
$2.14M 0.01%
128,402
+17,915
758
$2.14M 0.01%
35,044
+427
759
$2.13M 0.01%
227,622
+13,256
760
$2.11M 0.01%
21,651
+1,105
761
$2.11M 0.01%
+84,372
762
$2.1M 0.01%
30,477
-11,838
763
$2.1M 0.01%
19,795
-31
764
$2.09M 0.01%
35,752
-176
765
$2.09M 0.01%
144,085
+2,950
766
$2.08M 0.01%
38,500
+4,738
767
$2.07M 0.01%
184,643
+17,828
768
$2.07M 0.01%
50,897
+843
769
$2.06M 0.01%
74,153
+5,888
770
$2.06M 0.01%
7,990
-21,944
771
$2.06M 0.01%
15,739
-324
772
$2.06M 0.01%
63,305
+14,412
773
$2.06M 0.01%
23,763
+1,073
774
$2.02M 0.01%
10,275
+1,278
775
$2.02M 0.01%
20,958
+4,932
29 30
31
32 33